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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% | $165,100-44.7% | $77,762+17.4% |
| Participation rate | 89.6% | 78.6%+11.0pp | 78.6%+11.0pp | 70.6%+19.0pp |
| Annual return | 13.09% | 28.86%-15.8pp | 70.21%-57.1pp | 31.27%-18.2pp |
| Employer contribution / active EE | $1,404 | $2,565-45.3% | $4,348-67.7% | $2,728-48.6% |
| Participant deferral / active EE | $4,377 | $4,904-10.7% | $6,035-27.5% | $4,651-5.9% |
| Admin fee / account holder | $214 | $340-37.0% | $12,696-98.3% | $433-50.6% |