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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,131 |
Employer contribution per participant 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 | $37,662 | $66,457-43.3% | $81,382-53.7% | $77,643-51.5% |
| Participation rate | 80.6% | 68.7%+11.8pp | 69.5%+11.1pp | 70.6%+10.0pp |
| Annual return | 15.15% | 15.93%-0.8pp | 24.73%-9.6pp | 31.24%-16.1pp |
| Employer contribution / active EE | $366 | $2,159-83.0% | $2,463-85.1% | $2,726-86.6% |
| Participant deferral / active EE | $1,916 | $3,679-47.9% | $3,883-50.7% | $4,647-58.8% |
| Admin fee / account holder | $7 | $583-98.8% | $5,768-99.9% | $430-98.4% |