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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $273,383 |
Service code 27 · EIN 20-1131890 | Advisory (Plan) | $125,237 |
NYHART3 years Service code 13 · EIN 35-0966414 | Contract Administrator | $29,991 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,607 | $140,190-71.7% | $115,756-65.8% | $77,906-49.2% |
| Participation rate | 88.8% | 81.0%+7.7pp | 77.1%+11.7pp | 73.7%+15.1pp |
| Annual return | -3.13% | -13.46%+10.3pp | 143.14%-146.3pp | 12.16%-15.3pp |
| Employer contribution / active EE | $1,891 | $3,169-40.3% | $3,793-50.1% | $2,846-33.6% |
| Participant deferral / active EE | $3,369 | $5,401-37.6% | $6,254-46.1% | $4,805-29.9% |
| Admin fee / account holder | $153 | $138+10.7% | $8,124-98.1% | $133+15.5% |