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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $296,408 |
Service code 10 · EIN 52-1743645 | Accounting | $52,164 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,416 | $134,045+3.3% | $80,022+73.0% | $75,289+83.8% |
| Participation rate | 95.1% | 85.8%+9.3pp | 75.8%+19.2pp | 72.4%+22.6pp |
| Annual return | -3.19% | -0.56%-2.6pp | 11.22%-14.4pp | -0.04%-3.2pp |
| Employer contribution / active EE | $5,915 | $3,492+69.4% | $2,468+139.7% | $2,405+145.9% |
| Participant deferral / active EE | $12,659 | $4,976+154.4% | $3,686+243.5% | $3,739+238.6% |
| Admin fee / account holder | $86 | $124-30.9% | $6,521-98.7% | $102-16.3% |