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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $325 |
Annual investment return 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 | $263,259 | $82,674+218.4% | $125,381+110.0% | $68,486+284.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -20.53% | -5.97%-14.6pp | 572.31%-592.8pp | -7.85%-12.7pp |
| Employer contribution / active EE | $23,430 | $3,382+592.8% | $4,815+386.6% | $2,597+802.3% |
| Participant deferral / active EE | $15,766 | $6,111+158.0% | $7,448+111.7% | $4,028+291.5% |
| Admin fee / account holder | $15 | $6,277-99.8% | $10,007-99.8% | $5,404-99.7% |