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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,004 |
AUSTIN MONEY MANAGEMENT3 years Service code 27 · EIN 83-0665580 | Advisory (Plan) | $28,613 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,121 | $82,978-43.2% | $130,231-63.8% | $74,460-36.7% |
| Participation rate | 92.9% | 73.7%+19.2pp | 76.3%+16.6pp | 70.7%+22.1pp |
| Annual return | 20.72% | 123.05%-102.3pp | 38.86%-18.1pp | 34.38%-13.7pp |
| Employer contribution / active EE | $1,402 | $3,391-58.7% | $4,126-66.0% | $2,638-46.9% |
| Participant deferral / active EE | $4,474 | $5,370-16.7% | $6,799-34.2% | $4,530-1.2% |
| Admin fee / account holder | $166 | $354-53.0% | $6,020-97.2% | $348-52.2% |