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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,338 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,158 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,537 | $104,482-30.6% | $159,455-54.5% | $79,393-8.6% |
| Participation rate | 92.6% | 76.6%+16.0pp | 82.8%+9.8pp | 70.7%+21.9pp |
| Annual return | 15.03% | 67.96%-52.9pp | 263.63%-248.6pp | 116.87%-101.8pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $4,830-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $7,690 | $6,467+18.9% | $7,353+4.6% | $4,046+90.1% |
| Admin fee / account holder | $174 | $711-75.5% | $10,800-98.4% | $627-72.2% |