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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,931 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $285,383 | $136,307+109.4% | $177,840+60.5% | $73,493+288.3% |
| Participation rate | 92.8% | 86.1%+6.7pp | 87.7%+5.1pp | 70.7%+22.1pp |
| Annual return | 16.79% | 18.68%-1.9pp | 48.32%-31.5pp | 28.51%-11.7pp |
| Employer contribution / active EE | $9,056 | $3,712+144.0% | $5,919+53.0% | $2,270+298.9% |
| Participant deferral / active EE | $18,686 | $5,829+220.6% | $7,714+142.2% | $3,740+399.7% |
| Admin fee / account holder | $4 | $596-99.3% | $12,431-100.0% | $513-99.2% |