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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 | $55,472+850.1% | $155,567+238.8% | $74,546+607.0% |
| Participation rate | 96.9% | 61.9%+35.0pp | 78.2%+18.7pp | 67.2%+29.7pp |
| Annual return | 15.52% | 268.72%-253.2pp | 64.74%-49.2pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $42,742 | $2,269+1783.9% | $4,674+814.5% | $2,624+1528.7% |
| Participant deferral / active EE | $12,257 | $2,838+331.9% | $5,628+117.8% | $4,347+181.9% |
| Admin fee / account holder | -$207 | $1,743-111.9% | $15,916-101.3% | $1,944-110.7% |