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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 | $55,470+850.2% | $155,556+238.8% | $74,478+607.7% |
| Participation rate | 96.9% | 61.9%+35.0pp | 78.2%+18.7pp | 67.2%+29.7pp |
| Annual return | 15.52% | 269.80%-254.3pp | 64.84%-49.3pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $42,742 | $2,267+1785.7% | $4,675+814.2% | $2,626+1527.5% |
| Participant deferral / active EE | $12,257 | $2,838+331.9% | $5,631+117.7% | $4,350+181.7% |
| Admin fee / account holder | -$207 | $1,744-111.9% | $15,885-101.3% | $1,946-110.7% |