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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,305 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $62,319 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,384 | $89,123+13.8% | $102,460-1.1% | $77,762+30.4% |
| Participation rate | 89.0% | 80.9%+8.1pp | 76.5%+12.5pp | 70.6%+18.4pp |
| Annual return | 13.72% | 25.05%-11.3pp | 29.47%-15.7pp | 31.27%-17.5pp |
| Employer contribution / active EE | $0 | $2,700-100.0% | $3,025-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $8,251 | $5,148+60.3% | $5,056+63.2% | $4,651+77.4% |
| Admin fee / account holder | $273 | $236+15.9% | $9,460-97.1% | $433-36.8% |