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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $165 |
Employer contribution per participant 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 | $189,265 | $101,672+86.2% | $147,117+28.6% | $74,478+154.1% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.2%-7.2pp | 67.2%+7.8pp |
| Annual return | 29.90% | 8757.83%-8727.9pp | 420.54%-390.6pp | 1370.56%-1340.7pp |
| Employer contribution / active EE | $398 | $3,813-89.6% | $4,932-91.9% | $2,626-84.8% |
| Participant deferral / active EE | $9,979 | $7,305+36.6% | $8,065+23.7% | $4,350+129.4% |
| Admin fee / account holder | $1 | $1,753-99.9% | $12,993-100.0% | $1,946-99.9% |