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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 | $101,653+90.9% | $147,080+31.9% | $74,459+160.6% |
| Participation rate | 97.5% | 75.6%+21.9pp | 82.2%+15.3pp | 67.2%+30.3pp |
| Annual return | 14.82% | 8754.98%-8740.2pp | 420.17%-405.3pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $4,320 | $3,813+13.3% | $4,933-12.4% | $2,626+64.5% |
| Participant deferral / active EE | $13,001 | $7,304+78.0% | $8,066+61.2% | $4,350+198.9% |
| Admin fee / account holder | $104 | $1,752-94.1% | $12,989-99.2% | $1,945-94.7% |