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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,532 |
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 | $114,598 | $82,664+38.6% | $125,339-8.6% | $68,494+67.3% |
| Participation rate | 91.9% | 75.0%+16.9pp | 82.4%+9.6pp | 67.9%+24.0pp |
| Annual return | -18.35% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,649 | $6,110+90.6% | $7,446+56.4% | $4,027+189.3% |
| Admin fee / account holder | $266 | $6,275-95.8% | $10,010-97.3% | $5,403-95.1% |