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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,372 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,819 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,445 | $73,638-27.4% | $95,960-44.3% | $73,493-27.3% |
| Participation rate | 82.1% | 76.2%+6.0pp | 77.1%+5.1pp | 70.7%+11.5pp |
| Annual return | 15.72% | 16.78%-1.1pp | 91.63%-75.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $811 | $1,863-56.5% | $2,541-68.1% | $2,270-64.3% |
| Participant deferral / active EE | $3,338 | $3,617-7.7% | $4,167-19.9% | $3,740-10.8% |
| Admin fee / account holder | $229 | $482-52.5% | $6,797-96.6% | $513-55.3% |