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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,005 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $527,067 | $55,446+850.6% | $155,574+238.8% | $74,429+608.1% |
| Participation rate | 96.9% | 61.9%+35.0pp | 78.2%+18.7pp | 67.2%+29.7pp |
| Annual return | 15.52% | 269.20%-253.7pp | 64.87%-49.3pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $42,742 | $2,266+1786.2% | $4,676+814.1% | $2,625+1528.4% |
| Participant deferral / active EE | $12,257 | $2,836+332.2% | $5,629+117.7% | $4,348+181.9% |
| Admin fee / account holder | -$207 | $1,743-111.9% | $15,914-101.3% | $1,944-110.7% |