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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,676 |
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 | $357,424 | $100,801+254.6% | $149,751+138.7% | $73,415+386.9% |
| Participation rate | 89.3% | 77.7%+11.6pp | 82.5%+6.9pp | 72.2%+17.2pp |
| Annual return | 17.27% | 265.34%-248.1pp | 276.71%-259.4pp | 59.30%-42.0pp |
| Employer contribution / active EE | $9,335 | $3,312+181.9% | $4,646+100.9% | $2,234+317.9% |
| Participant deferral / active EE | $8,785 | $6,404+37.2% | $6,843+28.4% | $3,806+130.8% |
| Admin fee / account holder | $86 | $181-52.3% | $9,312-99.1% | $158-45.4% |