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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,005 |
AMERICAN FUNDS1 year Filed as: THE CAPITAL GROUP INV ADVISORY Service code 27 · EIN 46-4255096 | Advisory (Plan) | $14,765 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,198 | $101,591-8.3% | $147,096-36.6% | $74,429+25.2% |
| Participation rate | 97.8% | 75.5%+22.3pp | 82.2%+15.6pp | 67.2%+30.6pp |
| Annual return | 15.16% | 8746.45%-8731.3pp | 419.75%-404.6pp | 1368.38%-1353.2pp |
| Employer contribution / active EE | $5,608 | $3,813+47.1% | $4,936+13.6% | $2,625+113.7% |
| Participant deferral / active EE | $12,018 | $7,302+64.6% | $8,071+48.9% | $4,348+176.4% |
| Admin fee / account holder | $184 | $1,750-89.5% | $13,005-98.6% | $1,944-90.5% |