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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $117,389 |
Service code 10 · EIN 26-1783184 | Accounting | $14,309 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,070 | $101,499+91.2% | $147,005+32.0% | $74,546+160.3% |
| Participation rate | 97.5% | 75.5%+22.0pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 14.82% | 8732.34%-8717.5pp | 418.76%-403.9pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $4,320 | $3,811+13.4% | $4,934-12.4% | $2,624+64.6% |
| Participant deferral / active EE | $13,001 | $7,304+78.0% | $8,070+61.1% | $4,347+199.1% |
| Admin fee / account holder | $104 | $1,748-94.1% | $13,006-99.2% | $1,944-94.7% |