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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,644 |
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 | $67,447 | $91,407-26.2% | $135,903-50.4% | $71,457-5.6% |
| Participation rate | 73.6% | 75.7%-2.1pp | 81.9%-8.3pp | 67.9%+5.7pp |
| Annual return | 19.13% | 29.90%-10.8pp | 68.23%-49.1pp | 28.85%-9.7pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,984 | $7,092+12.6% | $7,758+2.9% | $4,289+86.1% |
| Admin fee / account holder | $83 | $1,266-93.5% | $10,762-99.2% | $1,587-94.8% |