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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $5,762 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,856 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,348 | $101,539-17.9% | $147,041-43.3% | $74,400+12.0% |
| Participation rate | 93.4% | 75.5%+17.9pp | 82.2%+11.3pp | 67.2%+26.2pp |
| Annual return | 17.33% | 8740.84%-8723.5pp | 419.21%-401.9pp | 1367.51%-1350.2pp |
| Employer contribution / active EE | $5,134 | $3,811+34.7% | $4,935+4.0% | $2,624+95.6% |
| Participant deferral / active EE | $13,694 | $7,304+87.5% | $8,071+69.7% | $4,348+214.9% |
| Admin fee / account holder | $138 | $1,749-92.1% | $13,006-98.9% | $1,944-92.9% |