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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 | $62,166+55.9% | $81,286+19.2% | $74,429+30.2% |
| Participation rate | 94.4% | 64.1%+30.4pp | 69.5%+24.9pp | 67.2%+27.2pp |
| Annual return | 11.88% | 16.50%-4.6pp | 24.80%-12.9pp | 1368.38%-1356.5pp |
| Employer contribution / active EE | $1,638 | $1,881-12.9% | $2,463-33.5% | $2,625-37.6% |
| Participant deferral / active EE | $5,846 | $3,223+81.4% | $3,883+50.6% | $4,348+34.5% |
| Admin fee / account holder | $101 | $1,925-94.7% | $5,764-98.2% | $1,944-94.8% |