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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,890 |
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 | $258,823 | $94,833+172.9% | $75,714+241.8% | $86,821+198.1% |
| Participation rate | 83.6% | 79.1%+4.5pp | 74.8%+8.8pp | 72.3%+11.3pp |
| Annual return | 13.90% | 16.91%-3.0pp | 104.62%-90.7pp | 97.94%-84.0pp |
| Employer contribution / active EE | $11,098 | $2,904+282.1% | $2,744+304.5% | $2,406+361.3% |
| Participant deferral / active EE | $7,495 | $3,632+106.4% | $3,820+96.2% | $4,132+81.4% |
| Admin fee / account holder | $28 | $109-74.4% | $3,619-99.2% | $170-83.6% |