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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,149 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,790 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,171 | $89,808-19.6% | $100,383-28.1% | $77,671-7.1% |
| Participation rate | 96.5% | 81.2%+15.3pp | 81.5%+15.0pp | 70.6%+25.9pp |
| Annual return | 19.45% | 20.62%-1.2pp | 49.26%-29.8pp | 31.21%-11.8pp |
| Employer contribution / active EE | $2,710 | $3,039-10.8% | $3,944-31.3% | $2,726-0.6% |
| Participant deferral / active EE | $15,995 | $8,284+93.1% | $8,086+97.8% | $4,648+244.1% |
| Admin fee / account holder | $6 | $174-96.6% | $7,900-99.9% | $430-98.6% |