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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,349 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $35,035 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,844 | $53,165-36.3% | $86,216-60.7% | $74,460-54.5% |
| Participation rate | 94.4% | 64.9%+29.6pp | 69.0%+25.4pp | 70.7%+23.7pp |
| Annual return | 15.91% | 22.64%-6.7pp | 1169.42%-1153.5pp | 34.38%-18.5pp |
| Employer contribution / active EE | $2,763 | $1,210+128.4% | $2,382+16.0% | $2,638+4.8% |
| Participant deferral / active EE | $4,783 | $3,234+47.9% | $3,986+20.0% | $4,530+5.6% |
| Admin fee / account holder | $209 | $551-62.2% | $6,853-97.0% | $348-40.0% |