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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $108,285 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $73,820 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,467 | $106,247-41.2% | $147,096-57.5% | $77,714-19.6% |
| Participation rate | 94.6% | 78.4%+16.3pp | 82.2%+12.5pp | 70.6%+24.1pp |
| Annual return | 37.78% | 56.87%-19.1pp | 419.75%-382.0pp | 31.26%+6.5pp |
| Employer contribution / active EE | $3,220 | $4,069-20.9% | $4,936-34.8% | $2,727+18.1% |
| Participant deferral / active EE | $12,570 | $7,996+57.2% | $8,071+55.7% | $4,649+170.4% |
| Admin fee / account holder | $146 | $338-56.7% | $13,005-98.9% | $433-66.2% |