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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $300 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $389,305 | $102,382+280.2% | $147,005+164.8% | $80,874+381.4% |
| Participation rate | 97.9% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 21.61% | 134.89%-113.3pp | 418.76%-397.1pp | 35.62%-14.0pp |
| Employer contribution / active EE | $26,180 | $3,715+604.7% | $4,934+430.6% | $2,756+850.0% |
| Participant deferral / active EE | $19,030 | $6,646+186.3% | $8,070+135.8% | $4,297+342.9% |
| Admin fee / account holder | $22 | $7,942-99.7% | $13,006-99.8% | $6,935-99.7% |