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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,267 |
Filed as: ALLIANT RETIREMENT SERVICES Service code 27 · EIN 33-0785439 | Advisory (Plan) | $44,001 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,803 | $106,230-32.4% | $147,080-51.2% | $77,736-7.6% |
| Participation rate | 96.6% | 78.4%+18.2pp | 82.2%+14.4pp | 70.6%+26.0pp |
| Annual return | 18.44% | 56.91%-38.5pp | 420.17%-401.7pp | 31.26%-12.8pp |
| Employer contribution / active EE | $3,120 | $4,072-23.4% | $4,933-36.8% | $2,728+14.4% |
| Participant deferral / active EE | $14,065 | $8,001+75.8% | $8,066+74.4% | $4,651+202.4% |
| Admin fee / account holder | $125 | $338-63.1% | $12,989-99.0% | $433-71.2% |