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| Provider | Service type | Compensation |
|---|---|---|
HUMAN INTEREST ADVISOR LLC4+ years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $45,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,971 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,113 | $37,196+115.4% | $154,108-48.0% | $55,725+43.8% |
| Participation rate | 97.2% | 64.1%+33.1pp | 83.0%+14.2pp | 70.9%+26.4pp |
| Annual return | -5.18% | 1319.68%-1324.9pp | 735.21%-740.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $4,050 | $1,614+150.9% | $5,298-23.6% | $2,078+94.9% |
| Participant deferral / active EE | $4,834 | $2,068+133.7% | $5,081-4.9% | $3,356+44.0% |
| Admin fee / account holder | $287 | $102+182.8% | $13,411-97.9% | $115+149.5% |