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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 20-2052994 | Other Commissions | $16,884 |
Service code 37 · EIN 04-2647786 | Loan Processing | $131 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,188 | $105,210+6.6% | $159,487-29.7% | $85,851+30.7% |
| Participation rate | 86.4% | 75.8%+10.7pp | 82.8%+3.6pp | 69.3%+17.1pp |
| Annual return | 15.30% | 45.08%-29.8pp | 263.71%-248.4pp | 318.63%-303.3pp |
| Employer contribution / active EE | $4,405 | $3,319+32.7% | $4,831-8.8% | $2,565+71.7% |
| Participant deferral / active EE | $11,476 | $5,946+93.0% | $7,354+56.1% | $3,952+190.4% |
| Admin fee / account holder | $2 | $6,934-100.0% | $10,804-100.0% | $6,261-100.0% |