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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $117,352 |
FINANCIAL ENGINES1+ years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $61,416 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,546 | $80,360+57.5% | $90,161+40.4% | $77,958+62.3% |
| Participation rate | 97.1% | 81.9%+15.2pp | 76.9%+20.2pp | 71.6%+25.4pp |
| Annual return | 17.26% | 24.56%-7.3pp | 34.89%-17.6pp | 20.87%-3.6pp |
| Employer contribution / active EE | $5,492 | $2,326+136.1% | $3,318+65.5% | $2,310+137.7% |
| Participant deferral / active EE | $8,246 | $5,829+41.5% | $5,287+56.0% | $3,537+133.2% |
| Admin fee / account holder | $98 | $64+54.4% | $5,943-98.3% | $97+1.1% |