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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,431 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,007 | $104,607+47.2% | $96,544+59.5% | - |
| Participation rate | 83.8% | 76.2%+7.7pp | 76.0%+7.9pp | - |
| Annual return | 21.42% | 9.56%+11.9pp | 25.88%-4.5pp | - |
| Employer contribution / active EE | $2,924 | $2,147+36.2% | $2,966-1.4% | - |
| Participant deferral / active EE | $4,853 | $4,312+12.5% | $4,8510% | - |
| Admin fee / account holder | $58 | $45,340-99.9% | $8,254-99.3% | - |