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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $36,621 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,084 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,325 | $106,230-23.4% | $147,080-44.7% | $77,736+4.6% |
| Participation rate | 93.8% | 78.4%+15.4pp | 82.2%+11.6pp | 70.6%+23.2pp |
| Annual return | 31.41% | 56.91%-25.5pp | 420.17%-388.8pp | 31.26%+0.1pp |
| Employer contribution / active EE | $6,803 | $4,072+67.1% | $4,933+37.9% | $2,728+149.4% |
| Participant deferral / active EE | $15,922 | $8,001+99.0% | $8,066+97.4% | $4,651+242.4% |
| Admin fee / account holder | $241 | $338-28.9% | $12,989-98.1% | $433-44.4% |