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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 | $101,672-47.9% | $147,117-64.0% | $74,478-28.9% |
| Participation rate | 87.1% | 75.5%+11.5pp | 82.2%+4.9pp | 67.2%+19.8pp |
| Annual return | 13.29% | 8757.83%-8744.5pp | 420.54%-407.2pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $1,724 | $3,813-54.8% | $4,932-65.1% | $2,626-34.4% |
| Participant deferral / active EE | $4,371 | $7,305-40.2% | $8,065-45.8% | $4,350+0.5% |
| Admin fee / account holder | $233 | $1,753-86.7% | $12,993-98.2% | $1,946-88.0% |