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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,467 |
Service code 27 · EIN 87-4130828 | Advisory (Plan) | $38,836 |
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 | $40,471 | $92,076-56.0% | $105,608-61.7% | $77,714-47.9% |
| Participation rate | 98.4% | 81.0%+17.4pp | 75.3%+23.1pp | 70.6%+27.8pp |
| Annual return | 15.47% | 17.84%-2.4pp | 116.50%-101.0pp | 31.26%-15.8pp |
| Employer contribution / active EE | $3,264 | $3,370-3.2% | $3,167+3.1% | $2,727+19.7% |
| Participant deferral / active EE | $6,265 | $5,390+16.2% | $5,010+25.1% | $4,649+34.8% |
| Admin fee / account holder | $205 | $219-6.4% | $11,028-98.1% | $433-52.7% |