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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $151,001 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,969 | $130,052-71.6% | $86,698-57.4% | $77,906-52.5% |
| Participation rate | 98.1% | 85.9%+12.1pp | 76.6%+21.5pp | 73.7%+24.4pp |
| Annual return | -13.97% | -12.73%-1.2pp | 35.96%-49.9pp | 12.16%-26.1pp |
| Employer contribution / active EE | $2,499 | $3,214-22.2% | $2,837-11.9% | $2,846-12.2% |
| Participant deferral / active EE | $4,248 | $5,741-26.0% | $4,656-8.8% | $4,805-11.6% |
| Admin fee / account holder | $85 | $132-35.5% | $7,492-98.9% | $133-35.9% |