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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,845 |
Service code 27 · EIN 47-1873640 | Advisory (Plan) | $27,972 |
Service code 27 · EIN 93-4837681 | Advisory (Plan) | $11,701 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,361 | $101,591-60.3% | $147,096-72.6% | $74,429-45.8% |
| Participation rate | 96.8% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.6pp |
| Annual return | 24.62% | 8746.45%-8721.8pp | 419.75%-395.1pp | 1368.38%-1343.8pp |
| Employer contribution / active EE | $4,627 | $3,813+21.4% | $4,936-6.3% | $2,625+76.3% |
| Participant deferral / active EE | $8,591 | $7,302+17.6% | $8,071+6.4% | $4,348+97.6% |
| Admin fee / account holder | $292 | $1,750-83.3% | $13,005-97.8% | $1,944-85.0% |