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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $103,821 |
Filed as: STOUT, CAUSEY & HORN Service code 10 · EIN 52-1743645 | Accounting | $29,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,465 | $112,582+77.2% | $105,608+88.9% | $199,921-0.2% |
| Participation rate | 97.6% | 86.3%+11.4pp | 75.3%+22.3pp | 72.0%+25.6pp |
| Annual return | 16.43% | 15.58%+0.9pp | 116.50%-100.1pp | 34.28%-17.9pp |
| Employer contribution / active EE | $7,253 | $4,580+58.4% | $3,167+129.0% | $3,035+139.0% |
| Participant deferral / active EE | $14,414 | $6,655+116.6% | $5,010+187.7% | $5,089+183.3% |
| Admin fee / account holder | $81 | $107-24.5% | $11,028-99.3% | $269-70.0% |