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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,620 |
Service code 10 · EIN 58-2579944 | Accounting | $13,400 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,863 | $99,168+15.8% | $96,576+18.9% | $74,440+54.3% |
| Participation rate | 96.6% | 80.7%+16.0pp | 76.0%+20.7pp | 70.7%+25.9pp |
| Annual return | 20.67% | 22.40%-1.7pp | 25.87%-5.2pp | 34.37%-13.7pp |
| Employer contribution / active EE | $6,213 | $2,570+141.8% | $2,965+109.6% | $2,638+135.6% |
| Participant deferral / active EE | $3,774 | $4,936-23.5% | $4,851-22.2% | $4,529-16.7% |
| Admin fee / account holder | $93 | $225-58.8% | $8,253-98.9% | $348-73.4% |