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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 | $101,499-60.2% | $147,005-72.5% | $74,546-45.9% |
| Participation rate | 96.8% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.6pp |
| Annual return | 24.62% | 8732.34%-8707.7pp | 418.76%-394.1pp | 1366.03%-1341.4pp |
| Employer contribution / active EE | $4,627 | $3,811+21.4% | $4,934-6.2% | $2,624+76.3% |
| Participant deferral / active EE | $8,591 | $7,304+17.6% | $8,070+6.5% | $4,347+97.6% |
| Admin fee / account holder | $292 | $1,748-83.3% | $13,006-97.8% | $1,944-85.0% |