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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,463 |
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 | $301,235 | $61,166+392.5% | $185,849+62.1% | $79,391+279.4% |
| Participation rate | 96.1% | 66.6%+29.5pp | 81.7%+14.4pp | 70.7%+25.4pp |
| Annual return | 13.11% | 19.45%-6.3pp | 122.10%-109.0pp | 116.88%-103.8pp |
| Employer contribution / active EE | $7,548 | $2,321+225.2% | $5,169+46.0% | $2,428+210.9% |
| Participant deferral / active EE | $8,983 | $2,789+222.1% | $5,569+61.3% | $4,046+122.0% |
| Admin fee / account holder | $13 | $710-98.2% | $16,244-99.9% | $627-98.0% |