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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $80,401 |
03 years Service code 16 · EIN 36-4291971 | Consulting | $60,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,245 | $107,415-14.1% | $135,974-32.2% | $80,157+15.1% |
| Participation rate | 88.8% | 78.0%+10.8pp | 81.9%+6.9pp | 72.9%+15.9pp |
| Annual return | 21.90% | 91.99%-70.1pp | 68.30%-46.4pp | 40.39%-18.5pp |
| Employer contribution / active EE | $4,325 | $3,878+11.5% | $4,859-11.0% | $2,977+45.3% |
| Participant deferral / active EE | $8,474 | $8,189+3.5% | $7,760+9.2% | $5,015+69.0% |
| Admin fee / account holder | $105 | $127-17.1% | $10,767-99.0% | $145-27.4% |