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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $375 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,464 | $65,395+312.1% | $182,540+47.6% | $72,975+269.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 24.29% | 27.68%-3.4pp | 148.58%-124.3pp | 81.01%-56.7pp |
| Employer contribution / active EE | $19,026 | $1,911+895.5% | $4,076+366.8% | $2,440+679.8% |
| Participant deferral / active EE | $12,000 | $3,563+236.8% | $5,525+117.2% | $3,608+232.6% |
| Admin fee / account holder | $2 | $4,245-99.9% | $8,593-100.0% | $5,124-100.0% |