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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,397 |
Service code 27 · EIN 87-4130828 | Advisory (Plan) | $53,565 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,525 | $84,784-64.0% | $98,461-69.0% | $74,460-59.0% |
| Participation rate | 99.1% | 81.5%+17.5pp | 75.2%+23.9pp | 70.7%+28.3pp |
| Annual return | 23.16% | 20.59%+2.6pp | 21.17%+2.0pp | 34.38%-11.2pp |
| Employer contribution / active EE | $2,574 | $3,364-23.5% | $3,049-15.6% | $2,638-2.4% |
| Participant deferral / active EE | $4,548 | $5,218-12.8% | $4,738-4.0% | $4,530+0.4% |
| Admin fee / account holder | $194 | $204-5.3% | $8,961-97.8% | $348-44.3% |