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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,844 |
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 | $295,919 | $84,936+248.4% | $111,308+165.9% | $79,391+272.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 16.08% | 17.45%-1.4pp | 54.67%-38.6pp | 116.88%-100.8pp |
| Employer contribution / active EE | $4,352 | $1,979+119.9% | $2,732+59.3% | $2,428+79.3% |
| Participant deferral / active EE | $9,732 | $3,888+150.3% | $4,487+116.9% | $4,046+140.5% |
| Admin fee / account holder | -$35 | $537-106.6% | $7,965-100.4% | $627-105.6% |