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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 | $101,653-60.3% | $147,080-72.6% | $74,459-45.8% |
| Participation rate | 96.8% | 75.6%+21.2pp | 82.2%+14.6pp | 67.2%+29.6pp |
| Annual return | 24.62% | 8754.98%-8730.4pp | 420.17%-395.6pp | 1369.70%-1345.1pp |
| Employer contribution / active EE | $4,627 | $3,813+21.3% | $4,933-6.2% | $2,626+76.2% |
| Participant deferral / active EE | $8,591 | $7,304+17.6% | $8,066+6.5% | $4,350+97.5% |
| Admin fee / account holder | $292 | $1,752-83.3% | $12,989-97.8% | $1,945-85.0% |