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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,748 |
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Finders' fees / placement fees; Claim... | $2,080 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,543 | $58,908-29.5% | $82,763-49.8% | - |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.6%+27.4pp | - |
| Annual return | -19.35% | -8.97%-10.4pp | 702.45%-721.8pp | - |
| Employer contribution / active EE | $3,343 | $1,912+74.8% | $3,008+11.1% | - |
| Participant deferral / active EE | $4,801 | $2,996+60.2% | $4,395+9.2% | - |
| Admin fee / account holder | $31 | $4,022-99.2% | $5,325-99.4% | - |