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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,605 |
Service code 27 · EIN 82-1492364 | Advisory (Plan) | $7,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,162 | $72,303-16.8% | $86,698-30.6% | $64,819-7.2% |
| Participation rate | 73.9% | 80.4%-6.5pp | 76.6%-2.7pp | 71.5%+2.4pp |
| Annual return | -10.03% | 392.77%-402.8pp | 35.95%-46.0pp | 32.84%-42.9pp |
| Employer contribution / active EE | $2,189 | $2,393-8.5% | $2,837-22.8% | $2,507-12.7% |
| Participant deferral / active EE | $3,331 | $4,660-28.5% | $4,656-28.5% | $4,311-22.7% |
| Admin fee / account holder | $256 | $174+47.4% | $7,493-96.6% | $188+36.5% |