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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,506 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,451 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,933 | $98,776+72.0% | $149,745+13.5% | $79,856+112.8% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.5%+15.8pp | 69.6%+28.7pp |
| Annual return | 12.48% | 27.38%-14.9pp | 276.72%-264.2pp | 31.71%-19.2pp |
| Employer contribution / active EE | $5,703 | $3,217+77.3% | $4,646+22.8% | $2,471+130.8% |
| Participant deferral / active EE | $8,901 | $5,681+56.7% | $6,843+30.1% | $3,741+138.0% |
| Admin fee / account holder | $250 | $6,053-95.9% | $9,312-97.3% | $5,306-95.3% |