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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 36-4291971 | Consulting | $11,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,114 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,905 | $62,177+55.9% | $81,370+19.1% | $74,478+30.1% |
| Participation rate | 94.4% | 64.1%+30.4pp | 69.5%+24.9pp | 67.2%+27.2pp |
| Annual return | 11.88% | 16.62%-4.7pp | 24.85%-13.0pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $1,638 | $1,881-12.9% | $2,464-33.5% | $2,626-37.6% |
| Participant deferral / active EE | $5,846 | $3,219+81.6% | $3,885+50.5% | $4,350+34.4% |
| Admin fee / account holder | $101 | $1,927-94.7% | $5,749-98.2% | $1,946-94.8% |