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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,946 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,324 | $89,465+2.1% | $164,866-44.6% | $77,671+17.6% |
| Participation rate | 89.6% | 78.6%+11.0pp | 78.6%+11.0pp | 70.6%+19.0pp |
| Annual return | 13.09% | 28.81%-15.7pp | 69.97%-56.9pp | 31.21%-18.1pp |
| Employer contribution / active EE | $1,404 | $2,568-45.3% | $4,343-67.7% | $2,726-48.5% |
| Participant deferral / active EE | $4,377 | $4,897-10.6% | $6,033-27.4% | $4,648-5.8% |
| Admin fee / account holder | $214 | $340-37.0% | $12,689-98.3% | $430-50.3% |