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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,146 |
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 | $250,110 | $95,417+162.1% | $135,974+83.9% | $74,460+235.9% |
| Participation rate | 82.6% | 78.2%+4.4pp | 81.9%+0.7pp | 70.7%+11.8pp |
| Annual return | 23.44% | 32.76%-9.3pp | 68.30%-44.9pp | 34.38%-10.9pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $18,890 | $7,789+142.5% | $7,760+143.4% | $4,530+317.0% |
| Admin fee / account holder | $12 | $266-95.6% | $10,767-99.9% | $348-96.7% |