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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,672 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $14,852 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,545 | $122,585+52.2% | $184,256+1.2% | $200,096-6.8% |
| Participation rate | 89.6% | 86.9%+2.6pp | 86.8%+2.7pp | 72.0%+17.5pp |
| Annual return | 20.00% | 144.12%-124.1pp | 28.85%-8.8pp | 34.26%-14.3pp |
| Employer contribution / active EE | $5,327 | $4,571+16.5% | $6,427-17.1% | $3,038+75.4% |
| Participant deferral / active EE | $20,286 | $7,972+154.5% | $9,133+122.1% | $5,090+298.6% |
| Admin fee / account holder | $58 | $120-51.5% | $13,899-99.6% | $269-78.4% |