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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$78,789 |
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 | $259,281 | $95,438+171.7% | $135,998+90.6% | $74,478+248.1% |
| Participation rate | 90.1% | 78.2%+11.9pp | 81.9%+8.2pp | 70.7%+19.4pp |
| Annual return | 23.54% | 32.61%-9.1pp | 68.37%-44.8pp | 34.37%-10.8pp |
| Employer contribution / active EE | $9,555 | $3,878+146.4% | $4,860+96.6% | $2,637+262.4% |
| Participant deferral / active EE | $13,131 | $7,790+68.6% | $7,761+69.2% | $4,530+189.9% |
| Admin fee / account holder | -$62 | $259-123.9% | $10,769-100.6% | $347-117.8% |