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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 85-4148913 | Advisory (Plan) | $25,237 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,864 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,697 | $101,539-14.6% | $147,041-41.0% | $74,400+16.5% |
| Participation rate | 93.2% | 75.5%+17.7pp | 82.2%+11.0pp | 67.2%+26.0pp |
| Annual return | 15.12% | 8740.84%-8725.7pp | 419.21%-404.1pp | 1367.51%-1352.4pp |
| Employer contribution / active EE | $2,940 | $3,811-22.8% | $4,935-40.4% | $2,624+12.0% |
| Participant deferral / active EE | $7,169 | $7,304-1.9% | $8,071-11.2% | $4,348+64.9% |
| Admin fee / account holder | $295 | $1,749-83.1% | $13,006-97.7% | $1,944-84.8% |