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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,480 |
AUSTIN MONEY MANAGEMENT1 year Service code 27 · EIN 83-0665580 | Advisory (Plan) | $28,099 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,254 | $89,904-39.7% | $453,569-88.0% | $86,813-37.5% |
| Participation rate | 90.9% | 75.7%+15.2pp | 78.0%+12.9pp | 72.3%+18.6pp |
| Annual return | 13.79% | 19.72%-5.9pp | 64.43%-50.6pp | 97.93%-84.1pp |
| Employer contribution / active EE | $84 | $3,279-97.4% | $4,072-97.9% | $2,406-96.5% |
| Participant deferral / active EE | $3,894 | $5,114-23.9% | $6,211-37.3% | $4,131-5.8% |
| Admin fee / account holder | $184 | $156+18.4% | $11,214-98.4% | $170+8.7% |