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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $225 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,415 | $82,664-5.1% | $125,339-37.4% | $68,494+14.5% |
| Participation rate | 90.8% | 75.0%+15.8pp | 82.4%+8.4pp | 67.9%+22.9pp |
| Annual return | -21.14% | -5.97%-15.2pp | 572.05%-593.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $1,138 | $3,381-66.3% | $4,814-76.4% | $2,596-56.2% |
| Participant deferral / active EE | $11,413 | $6,110+86.8% | $7,446+53.3% | $4,027+183.4% |
| Admin fee / account holder | $5 | $6,275-99.9% | $10,010-100.0% | $5,403-99.9% |