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| Provider | Service type | Compensation |
|---|---|---|
STABLE TWO FINANCIAL, LLC1+ years Service code 16 · EIN 26-4030951 | Consulting | $32,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,321 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,458 | $88,324+76.0% | $115,037+35.1% | $55,191+181.7% |
| Participation rate | 85.2% | 72.5%+12.7pp | 81.4%+3.8pp | 69.2%+16.0pp |
| Annual return | 0.22% | 6.30%-6.1pp | 26.14%-25.9pp | 10.78%-10.6pp |
| Employer contribution / active EE | $14,577 | $2,805+419.7% | $4,608+216.4% | $1,899+667.7% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | -$46 | $105-144.1% | $8,175-100.6% | $91-151.2% |