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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,070 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $35,891 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,140 | $54,245-37.1% | $93,727-63.6% | $77,762-56.1% |
| Participation rate | 89.9% | 63.9%+26.0pp | 68.7%+21.2pp | 70.6%+19.3pp |
| Annual return | 12.82% | 30.58%-17.8pp | 133.83%-121.0pp | 31.27%-18.4pp |
| Employer contribution / active EE | $2,508 | $1,168+114.8% | $2,421+3.6% | $2,728-8.1% |
| Participant deferral / active EE | $4,072 | $3,144+29.5% | $4,417-7.8% | $4,651-12.5% |
| Admin fee / account holder | $181 | $575-68.6% | $8,292-97.8% | $433-58.2% |