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| Provider | Service type | Compensation |
|---|---|---|
TRUEPOINT INC1 year Service code 27 · EIN 31-1306367 | Advisory (Plan) | $41,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,358 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,456 | $101,591-25.7% | $147,096-48.7% | $74,429+1.4% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.2%+12.4pp | 67.2%+27.4pp |
| Annual return | 27.19% | 8746.45%-8719.3pp | 419.75%-392.6pp | 1368.38%-1341.2pp |
| Employer contribution / active EE | $3,128 | $3,813-18.0% | $4,936-36.6% | $2,625+19.2% |
| Participant deferral / active EE | $8,575 | $7,302+17.4% | $8,071+6.2% | $4,348+97.2% |
| Admin fee / account holder | $217 | $1,750-87.6% | $13,005-98.3% | $1,944-88.8% |