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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,145 |
Filed as: SWBC INVESTMENT ADVISORY SERVICES, Service code 27 · EIN 75-1553739 | Advisory (Plan) | $33,727 |
Filed as: DEAN DORTON Service code 10 · EIN 27-3858252 | Accounting | $7,506 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,361 | $45,031+91.8% | $85,009+1.6% | $77,671+11.2% |
| Participation rate | 97.1% | 48.7%+48.4pp | 67.5%+29.6pp | 70.6%+26.5pp |
| Annual return | 13.54% | 79.22%-65.7pp | 66.47%-52.9pp | 31.21%-17.7pp |
| Employer contribution / active EE | $13,237 | $1,609+722.5% | $2,728+385.2% | $2,726+385.5% |
| Participant deferral / active EE | $4,163 | $2,807+48.3% | $4,522-7.9% | $4,648-10.4% |
| Admin fee / account holder | $185 | $912-79.7% | $6,153-97.0% | $430-56.9% |