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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,055 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $15,842 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,247 | $83,090-28.7% | $130,062-54.4% | $71,529-17.2% |
| Participation rate | 93.9% | 74.1%+19.8pp | 78.5%+15.4pp | 67.9%+26.0pp |
| Annual return | 20.86% | 20.61%+0.2pp | -137.37%+158.2pp | 28.97%-8.1pp |
| Employer contribution / active EE | $2,715 | $2,624+3.5% | $4,322-37.2% | $2,590+4.8% |
| Participant deferral / active EE | $8,527 | $4,436+92.2% | $5,821+46.5% | $4,291+98.7% |
| Admin fee / account holder | $203 | $1,727-88.2% | $10,601-98.1% | $1,588-87.2% |