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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $80,794 |
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 | $305,008 | $100,801+202.6% | $149,751+103.7% | $73,415+315.5% |
| Participation rate | 89.1% | 77.7%+11.4pp | 82.5%+6.6pp | 72.2%+16.9pp |
| Annual return | 18.61% | 265.34%-246.7pp | 276.71%-258.1pp | 59.30%-40.7pp |
| Employer contribution / active EE | $9,137 | $3,312+175.9% | $4,646+96.7% | $2,234+309.0% |
| Participant deferral / active EE | $8,029 | $6,404+25.4% | $6,843+17.3% | $3,806+110.9% |
| Admin fee / account holder | $83 | $181-54.1% | $9,312-99.1% | $158-47.4% |