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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 | $101,499-47.8% | $147,005-64.0% | $74,546-29.0% |
| Participation rate | 87.1% | 75.5%+11.5pp | 82.2%+4.9pp | 67.2%+19.8pp |
| Annual return | 13.29% | 8732.34%-8719.1pp | 418.76%-405.5pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $1,724 | $3,811-54.8% | $4,934-65.1% | $2,624-34.3% |
| Participant deferral / active EE | $4,371 | $7,304-40.2% | $8,070-45.8% | $4,347+0.6% |
| Admin fee / account holder | $233 | $1,748-86.7% | $13,006-98.2% | $1,944-88.0% |