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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,327 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $26,945 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,959 | $101,591-47.9% | $147,096-64.0% | $74,429-28.8% |
| Participation rate | 87.1% | 75.5%+11.5pp | 82.2%+4.9pp | 67.2%+19.8pp |
| Annual return | 13.29% | 8746.45%-8733.2pp | 419.75%-406.5pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $1,724 | $3,813-54.8% | $4,936-65.1% | $2,625-34.3% |
| Participant deferral / active EE | $4,371 | $7,302-40.1% | $8,071-45.8% | $4,348+0.5% |
| Admin fee / account holder | $233 | $1,750-86.7% | $13,005-98.2% | $1,944-88.0% |