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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,358 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,822 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,948 | $64,612-38.2% | $86,439-53.8% | $64,814-38.4% |
| Participation rate | 85.3% | 81.5%+3.8pp | 80.3%+4.9pp | 71.5%+13.8pp |
| Annual return | -15.87% | 0.66%-16.5pp | 4395.55%-4411.4pp | 32.84%-48.7pp |
| Employer contribution / active EE | $3,496 | $2,744+27.4% | $3,769-7.2% | $2,507+39.5% |
| Participant deferral / active EE | $11,987 | $7,497+59.9% | $6,952+72.4% | $4,310+178.1% |
| Admin fee / account holder | $141 | $169-16.4% | $6,732-97.9% | $188-24.7% |