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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 | $129,227+458.5% | $184,260+291.7% | $77,736+828.4% |
| Participation rate | 97.7% | 87.4%+10.4pp | 86.8%+10.9pp | 70.6%+27.1pp |
| Annual return | 16.91% | 33.24%-16.3pp | 28.84%-11.9pp | 31.26%-14.3pp |
| Employer contribution / active EE | $28,878 | $4,412+554.5% | $6,427+349.3% | $2,728+958.7% |
| Participant deferral / active EE | $17,877 | $7,307+144.7% | $9,133+95.7% | $4,651+284.4% |
| Admin fee / account holder | -$417 | $256-262.9% | $13,898-103.0% | $433-196.2% |