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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $105,039 |
Service code 37 · EIN 04-2647786 | Loan Processing | $438 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,846 | $84,493+101.0% | $125,381+35.5% | $66,938+153.7% |
| Participation rate | 97.6% | 76.4%+21.2pp | 82.4%+15.2pp | 69.8%+27.8pp |
| Annual return | -17.57% | -8.49%-9.1pp | 572.31%-589.9pp | 1.58%-19.1pp |
| Employer contribution / active EE | $8,043 | $3,554+126.3% | $4,815+67.0% | $2,545+216.0% |
| Participant deferral / active EE | $11,027 | $6,783+62.6% | $7,448+48.1% | $4,238+160.2% |
| Admin fee / account holder | $2 | $685-99.7% | $10,007-100.0% | $594-99.7% |