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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,942 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,623 | $78,562-52.1% | $105,608-64.4% | $74,429-49.5% |
| Participation rate | 99.2% | 72.8%+26.4pp | 75.3%+23.9pp | 67.2%+32.0pp |
| Annual return | 12.49% | 15.94%-3.5pp | 116.50%-104.0pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $2,002 | $2,521-20.6% | $3,167-36.8% | $2,625-23.7% |
| Participant deferral / active EE | $2,841 | $4,321-34.3% | $5,010-43.3% | $4,348-34.7% |
| Admin fee / account holder | $219 | $2,217-90.1% | $11,028-98.0% | $1,944-88.7% |