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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,436 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $9,563 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,496 | $73,532-15.0% | $178,540-65.0% | $74,459-16.1% |
| Participation rate | 97.6% | 66.6%+31.0pp | 77.1%+20.5pp | 67.2%+30.3pp |
| Annual return | 17.83% | 17.51%+0.3pp | 27.15%-9.3pp | 1369.70%-1351.9pp |
| Employer contribution / active EE | $4,047 | $2,221+82.2% | $3,953+2.4% | $2,626+54.1% |
| Participant deferral / active EE | $9,725 | $4,519+115.2% | $6,281+54.8% | $4,350+123.6% |
| Admin fee / account holder | $194 | $1,813-89.3% | $10,424-98.1% | $1,945-90.0% |