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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 | $106,110+166.2% | $147,005+92.2% | $77,671+263.7% |
| Participation rate | 84.7% | 78.4%+6.3pp | 82.2%+2.5pp | 70.6%+14.1pp |
| Annual return | 19.58% | 56.77%-37.2pp | 418.76%-399.2pp | 31.21%-11.6pp |
| Employer contribution / active EE | $0 | $4,065-100.0% | $4,934-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $20,667 | $7,992+158.6% | $8,070+156.1% | $4,648+344.7% |
| Admin fee / account holder | $16 | $338-95.3% | $13,006-99.9% | $430-96.3% |