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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 | $102,429+280.1% | $147,096+164.7% | $80,925+381.1% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 21.61% | 135.02%-113.4pp | 419.75%-398.1pp | 35.65%-14.0pp |
| Employer contribution / active EE | $26,180 | $3,716+604.6% | $4,936+430.4% | $2,756+849.8% |
| Participant deferral / active EE | $19,030 | $6,649+186.2% | $8,071+135.8% | $4,299+342.7% |
| Admin fee / account holder | $22 | $7,957-99.7% | $13,005-99.8% | $6,940-99.7% |