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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 | $101,499+86.5% | $147,005+28.7% | $74,546+153.9% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.2%-7.2pp | 67.2%+7.8pp |
| Annual return | 29.90% | 8732.34%-8702.4pp | 418.76%-388.9pp | 1366.03%-1336.1pp |
| Employer contribution / active EE | $398 | $3,811-89.6% | $4,934-91.9% | $2,624-84.8% |
| Participant deferral / active EE | $9,979 | $7,304+36.6% | $8,070+23.7% | $4,347+129.5% |
| Admin fee / account holder | $1 | $1,748-99.9% | $13,006-100.0% | $1,944-99.9% |