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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,542 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,459 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,583 | $79,438-46.4% | $106,554-60.0% | $79,389-46.4% |
| Participation rate | 80.1% | 74.2%+5.9pp | 76.1%+3.9pp | 70.7%+9.4pp |
| Annual return | 13.47% | 18.27%-4.8pp | 26.80%-13.3pp | 116.89%-103.4pp |
| Employer contribution / active EE | $1,802 | $2,235-19.4% | $2,819-36.1% | $2,428-25.8% |
| Participant deferral / active EE | $2,193 | $3,824-42.7% | $4,398-50.1% | $4,046-45.8% |
| Admin fee / account holder | $270 | $523-48.4% | $7,408-96.4% | $626-56.9% |