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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $115,279 |
NFP RETIREMENT INC6+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $50,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,366 | $92,186-29.1% | $105,624-38.1% | $77,762-15.9% |
| Participation rate | 91.7% | 81.0%+10.6pp | 75.3%+16.4pp | 70.6%+21.1pp |
| Annual return | 16.05% | 17.83%-1.8pp | 116.20%-100.2pp | 31.27%-15.2pp |
| Employer contribution / active EE | $3,162 | $3,376-6.3% | $3,168-0.2% | $2,728+15.9% |
| Participant deferral / active EE | $7,072 | $5,395+31.1% | $5,013+41.1% | $4,651+52.1% |
| Admin fee / account holder | $175 | $219-20.3% | $10,961-98.4% | $433-59.7% |