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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,483 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,714 | $106,543-12.0% | $91,220+2.7% | $134,475-30.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.72% | 160.60%-174.3pp | 114.01%-127.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $5 | $3,331-99.8% | $2,850-99.8% | $4,740-99.9% |
| Participant deferral / active EE | $2,624 | $4,719-44.4% | $4,234-38.0% | $6,400-59.0% |
| Admin fee / account holder | -$138 | $6,231-102.2% | $5,420-102.5% | $11,426-101.2% |