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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,624 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,092 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,508 | $70,917-45.7% | $98,920-61.1% | $73,497-47.6% |
| Participation rate | 89.2% | 73.8%+15.4pp | 76.0%+13.1pp | 70.7%+18.5pp |
| Annual return | 13.55% | 34.18%-20.6pp | 196.47%-182.9pp | 28.51%-15.0pp |
| Employer contribution / active EE | $3,431 | $2,037+68.4% | $2,689+27.6% | $2,270+51.1% |
| Participant deferral / active EE | $2,263 | $3,501-35.4% | $4,245-46.7% | $3,740-39.5% |
| Admin fee / account holder | $169 | $535-68.4% | $6,643-97.5% | $513-67.0% |