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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$97,464 |
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 | $304,620 | $120,450+152.9% | $159,495+91.0% | $93,010+227.5% |
| Participation rate | 89.2% | 78.0%+11.2pp | 82.8%+6.3pp | 73.9%+15.3pp |
| Annual return | 17.51% | 27.11%-9.6pp | 263.72%-246.2pp | 158.70%-141.2pp |
| Employer contribution / active EE | $10,097 | $3,526+186.4% | $4,831+109.0% | $2,705+273.2% |
| Participant deferral / active EE | $12,022 | $7,283+65.1% | $7,354+63.5% | $4,561+163.6% |
| Admin fee / account holder | -$51 | $137-137.5% | $10,804-100.5% | $152-133.8% |