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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,295 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $8,127 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,046 | $55,446-11.5% | $155,574-68.5% | $74,429-34.1% |
| Participation rate | 78.2% | 61.9%+16.3pp | 78.2%0pp | 67.2%+11.0pp |
| Annual return | 86.14% | 269.20%-183.1pp | 64.87%+21.3pp | 1368.38%-1282.2pp |
| Employer contribution / active EE | $4,254 | $2,266+87.7% | $4,676-9.0% | $2,625+62.1% |
| Participant deferral / active EE | $6,628 | $2,836+133.7% | $5,629+17.7% | $4,348+52.4% |
| Admin fee / account holder | $175 | $1,743-90.0% | $15,914-98.9% | $1,944-91.0% |