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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,676 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,442 | $87,733+229.9% | $106,554+171.6% | $85,851+237.1% |
| Participation rate | 96.8% | 71.9%+24.8pp | 76.1%+20.6pp | 69.3%+27.5pp |
| Annual return | 13.51% | 21.86%-8.3pp | 26.80%-13.3pp | 318.63%-305.1pp |
| Employer contribution / active EE | $8,313 | $2,073+301.0% | $2,819+194.9% | $2,565+224.0% |
| Participant deferral / active EE | $21,271 | $3,469+513.1% | $4,398+383.6% | $3,952+438.2% |
| Admin fee / account holder | $16 | $6,767-99.8% | $7,408-99.8% | $6,261-99.7% |