| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $569,513 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,860 | $107,339+164.5% | $85,708+231.2% | $101,555+179.5% |
| Participation rate | 99.9% | 73.0%+26.9pp | 69.9%+30.0pp | 74.5%+25.3pp |
| Annual return | 14.70% | 20.15%-5.4pp | 21.49%-6.8pp | 21.00%-6.3pp |
| Employer contribution / active EE | $12,466 | $3,291+278.8% | $2,618+376.1% | $2,972+319.4% |
| Participant deferral / active EE | $10,448 | $4,375+138.8% | $3,922+166.4% | $4,874+114.4% |
| Admin fee / account holder | $70 | $106-34.6% | $6,876-99.0% | $139-50.1% |