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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$139,120 |
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 | $721,716 | $129,159+458.8% | $184,243+291.7% | $77,714+828.7% |
| Participation rate | 97.7% | 87.4%+10.4pp | 86.8%+10.9pp | 70.6%+27.1pp |
| Annual return | 16.91% | 33.22%-16.3pp | 28.82%-11.9pp | 31.26%-14.3pp |
| Employer contribution / active EE | $28,878 | $4,410+554.8% | $6,427+349.3% | $2,727+959.1% |
| Participant deferral / active EE | $17,877 | $7,305+144.7% | $9,132+95.8% | $4,649+284.5% |
| Admin fee / account holder | -$417 | $256-262.9% | $13,914-103.0% | $433-196.2% |