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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,101 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,504 | $106,264+165.9% | $147,117+92.0% | $77,762+263.3% |
| Participation rate | 84.7% | 78.4%+6.3pp | 82.2%+2.5pp | 70.6%+14.1pp |
| Annual return | 19.58% | 56.94%-37.4pp | 420.54%-401.0pp | 31.27%-11.7pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $20,667 | $8,003+158.2% | $8,065+156.3% | $4,651+344.4% |
| Admin fee / account holder | $16 | $334-95.2% | $12,993-99.9% | $433-96.3% |