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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,581 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,912 | $104,475-31.2% | $159,436-54.9% | $79,386-9.4% |
| Participation rate | 70.2% | 76.6%-6.4pp | 82.8%-12.6pp | 70.7%-0.5pp |
| Annual return | 21.46% | 67.95%-46.5pp | 263.57%-242.1pp | 116.85%-95.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,648 | $6,467+2.8% | $7,352-9.6% | $4,046+64.3% |
| Admin fee / account holder | $86 | $711-87.9% | $10,799-99.2% | $626-86.3% |