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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Investme... | $61,937 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,263 | $40,435+331.0% | $80,627+116.1% | $74,460+134.0% |
| Participation rate | 85.2% | 47.4%+37.8pp | 67.0%+18.2pp | 70.7%+14.4pp |
| Annual return | 15.67% | 165.19%-149.5pp | 936.76%-921.1pp | 34.38%-18.7pp |
| Employer contribution / active EE | $7,392 | $1,498+393.6% | $2,723+171.5% | $2,638+180.2% |
| Participant deferral / active EE | $0 | $2,673-100.0% | $4,443-100.0% | $4,530-100.0% |
| Admin fee / account holder | $192 | $721-73.4% | $5,381-96.4% | $348-44.9% |