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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $62,890 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,710 | $88,122+191.3% | $141,200+81.8% | $67,584+279.8% |
| Participation rate | 89.8% | 76.5%+13.3pp | 82.5%+7.3pp | 71.3%+18.5pp |
| Annual return | 24.56% | 75.40%-50.8pp | 71.41%-46.8pp | 378.59%-354.0pp |
| Employer contribution / active EE | $8,313 | $3,224+157.8% | $4,736+75.5% | $2,148+287.0% |
| Participant deferral / active EE | $8,217 | $5,958+37.9% | $6,710+22.5% | $3,540+132.2% |
| Admin fee / account holder | $62 | $131-52.8% | $10,265-99.4% | $142-56.6% |