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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $135,066 |
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 | $43,817 | $104,544-58.1% | $96,534-54.6% | $80,157-45.3% |
| Participation rate | 96.2% | 86.4%+9.9pp | 76.0%+20.2pp | 72.9%+23.3pp |
| Annual return | 22.75% | 21.79%+1.0pp | 25.88%-3.1pp | 40.39%-17.6pp |
| Employer contribution / active EE | $2,605 | $3,527-26.1% | $2,965-12.2% | $2,977-12.5% |
| Participant deferral / active EE | $4,814 | $6,170-22.0% | $4,851-0.8% | $5,015-4.0% |
| Admin fee / account holder | $71 | $107-33.7% | $8,253-99.1% | $145-51.1% |