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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,722 |
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 | $85,478 | $91,406-6.5% | $130,062-34.3% | $74,473+14.8% |
| Participation rate | 88.4% | 77.8%+10.6pp | 78.5%+9.9pp | 70.7%+17.6pp |
| Annual return | 17.11% | 23.21%-6.1pp | -137.37%+154.5pp | 34.36%-17.2pp |
| Employer contribution / active EE | $1,450 | $2,565-43.5% | $4,322-66.4% | $2,638-45.0% |
| Participant deferral / active EE | $4,360 | $4,724-7.7% | $5,821-25.1% | $4,530-3.8% |
| Admin fee / account holder | $194 | $283-31.4% | $10,601-98.2% | $347-44.0% |