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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 | $102,422+280.1% | $147,117+164.6% | $80,959+380.9% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 21.61% | 135.16%-113.5pp | 420.54%-398.9pp | 35.67%-14.1pp |
| Employer contribution / active EE | $26,180 | $3,717+604.2% | $4,932+430.8% | $2,757+849.5% |
| Participant deferral / active EE | $19,030 | $6,652+186.1% | $8,065+136.0% | $4,300+342.5% |
| Admin fee / account holder | $22 | $7,953-99.7% | $12,993-99.8% | $6,925-99.7% |