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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,536 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,089 | $99,201-55.6% | $96,544-54.3% | $74,473-40.8% |
| Participation rate | 92.8% | 80.7%+12.2pp | 76.0%+16.8pp | 70.7%+22.1pp |
| Annual return | 19.08% | 22.40%-3.3pp | 25.88%-6.8pp | 34.36%-15.3pp |
| Employer contribution / active EE | $1,132 | $2,570-56.0% | $2,966-61.9% | $2,638-57.1% |
| Participant deferral / active EE | $6,757 | $4,938+36.8% | $4,851+39.3% | $4,530+49.2% |
| Admin fee / account holder | $131 | $225-41.7% | $8,254-98.4% | $347-62.2% |