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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$70,160 |
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 | $671,810 | $93,617+617.6% | $135,982+394.0% | $75,177+793.6% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 25.07% | 30.89%-5.8pp | 68.32%-43.3pp | 160.75%-135.7pp |
| Employer contribution / active EE | $18,327 | $3,538+418.0% | $4,859+277.2% | $2,671+586.1% |
| Participant deferral / active EE | $12,905 | $6,406+101.4% | $7,760+66.3% | $4,126+212.7% |
| Admin fee / account holder | -$592 | $6,980-108.5% | $10,767-105.5% | $5,651-110.5% |