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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$50 |
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 | $157,263 | $91,474+71.9% | $135,982+15.7% | $71,529+119.9% |
| Participation rate | 76.0% | 75.7%+0.3pp | 81.9%-6.0pp | 67.9%+8.0pp |
| Annual return | 18.21% | 29.89%-11.7pp | 68.32%-50.1pp | 28.97%-10.8pp |
| Employer contribution / active EE | $475 | $3,705-87.2% | $4,859-90.2% | $2,590-81.7% |
| Participant deferral / active EE | $11,693 | $7,095+64.8% | $7,760+50.7% | $4,291+172.5% |
| Admin fee / account holder | $10 | $1,267-99.2% | $10,767-99.9% | $1,588-99.4% |