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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $463 |
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 | $278,405 | $61,166+355.2% | $185,849+49.8% | $79,391+250.7% |
| Participation rate | 81.2% | 66.6%+14.6pp | 81.7%-0.5pp | 70.7%+10.5pp |
| Annual return | 37.31% | 19.45%+17.9pp | 122.10%-84.8pp | 116.88%-79.6pp |
| Employer contribution / active EE | $12,273 | $2,321+428.8% | $5,169+137.5% | $2,428+405.5% |
| Participant deferral / active EE | $15,601 | $2,789+459.4% | $5,569+180.2% | $4,046+285.6% |
| Admin fee / account holder | $14 | $710-98.0% | $16,244-99.9% | $627-97.7% |