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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,757 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,645 | $89,274+60.9% | $149,721-4.1% | $77,958+84.3% |
| Participation rate | 88.6% | 87.6%+1.0pp | 87.1%+1.5pp | 71.6%+17.0pp |
| Annual return | 24.46% | 20.36%+4.1pp | 1501.67%-1477.2pp | 20.87%+3.6pp |
| Employer contribution / active EE | $3,655 | $3,727-1.9% | $5,444-32.9% | $2,310+58.2% |
| Participant deferral / active EE | $16,995 | $5,382+215.8% | $6,568+158.7% | $3,537+380.6% |
| Admin fee / account holder | $13 | $240-94.7% | $11,282-99.9% | $97-86.9% |