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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,475 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,000 | $99,994-21.0% | $146,647-46.1% | $85,851-8.0% |
| Participation rate | 99.0% | 73.1%+25.9pp | 80.1%+18.9pp | 69.3%+29.6pp |
| Annual return | 14.15% | 18.93%-4.8pp | 22.75%-8.6pp | 318.63%-304.5pp |
| Employer contribution / active EE | $2,082 | $2,559-18.6% | $4,137-49.7% | $2,565-18.8% |
| Participant deferral / active EE | $5,404 | $4,006+34.9% | $5,506-1.9% | $3,952+36.7% |
| Admin fee / account holder | $125 | $7,703-98.4% | $10,281-98.8% | $6,261-98.0% |