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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,441 |
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 | $464,619 | $61,338+657.5% | $149,717+210.3% | $71,495+549.9% |
| Participation rate | 95.7% | 62.5%+33.1pp | 78.8%+16.9pp | 67.9%+27.7pp |
| Annual return | 22.14% | 35.86%-13.7pp | 134.41%-112.3pp | 28.85%-6.7pp |
| Employer contribution / active EE | $19,496 | $2,381+718.7% | $4,820+304.5% | $2,589+652.9% |
| Participant deferral / active EE | $13,371 | $2,919+358.0% | $5,682+135.3% | $4,291+211.6% |
| Admin fee / account holder | -$142 | $1,263-111.2% | $13,213-101.1% | $1,588-108.9% |