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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,621 |
Service code 27 · EIN 75-1553739 | Advisory (Plan) | $16,736 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,885 | $76,912+7.8% | $129,110-35.8% | $68,495+21.0% |
| Participation rate | 98.8% | 69.1%+29.6pp | 77.3%+21.5pp | 67.9%+30.9pp |
| Annual return | -15.99% | -9.78%-6.2pp | -10.94%-5.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $8,540 | $3,243+163.4% | $5,052+69.0% | $2,596+228.9% |
| Participant deferral / active EE | $11,929 | $4,732+152.1% | $6,542+82.3% | $4,028+196.2% |
| Admin fee / account holder | $266 | $6,638-96.0% | $14,302-98.1% | $5,403-95.1% |