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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $60,957 |
FORVIS, LLP1 year Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $6,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,784 | $93,010-59.4% | $96,515-60.9% | $74,460-49.3% |
| Participation rate | 98.6% | 71.6%+27.1pp | 74.3%+24.3pp | 70.7%+27.9pp |
| Annual return | 17.03% | 37.50%-20.5pp | 35.73%-18.7pp | 34.38%-17.4pp |
| Employer contribution / active EE | $2,907 | $3,427-15.2% | $3,740-22.3% | $2,638+10.2% |
| Participant deferral / active EE | $5,925 | $3,971+49.2% | $4,880+21.4% | $4,530+30.8% |
| Admin fee / account holder | $107 | $633-83.1% | $6,735-98.4% | $348-69.2% |