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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$80,712 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,661 | $89,739+275.2% | $149,721+124.9% | $62,293+440.4% |
| Participation rate | 98.1% | 85.1%+13.0pp | 87.1%+11.0pp | 69.5%+28.5pp |
| Annual return | 20.14% | 21.01%-0.9pp | 1501.67%-1481.5pp | 28.90%-8.8pp |
| Employer contribution / active EE | $17,807 | $3,233+450.8% | $5,444+227.1% | $2,042+771.9% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |