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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,514 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $14,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,659 | $47,135-43.4% | $149,717-82.2% | $74,440-64.2% |
| Participation rate | 93.2% | 63.4%+29.8pp | 78.8%+14.5pp | 70.7%+22.5pp |
| Annual return | 27.39% | 22.75%+4.6pp | 134.41%-107.0pp | 34.37%-7.0pp |
| Employer contribution / active EE | $2,050 | $1,906+7.6% | $4,820-57.5% | $2,638-22.3% |
| Participant deferral / active EE | $3,688 | $2,728+35.2% | $5,682-35.1% | $4,529-18.6% |
| Admin fee / account holder | $106 | $343-69.2% | $13,213-99.2% | $348-69.6% |