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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 | $90,064-19.9% | $100,415-28.1% | $77,762-7.2% |
| Participation rate | 96.5% | 81.3%+15.2pp | 81.5%+15.0pp | 70.6%+25.9pp |
| Annual return | 19.45% | 20.61%-1.2pp | 49.47%-30.0pp | 31.27%-11.8pp |
| Employer contribution / active EE | $2,710 | $3,043-11.0% | $3,943-31.3% | $2,728-0.7% |
| Participant deferral / active EE | $15,995 | $8,282+93.1% | $8,091+97.7% | $4,651+243.9% |
| Admin fee / account holder | $6 | $172-96.6% | $7,906-99.9% | $433-98.6% |