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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $830 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,605 | $65,437-2.8% | $86,698-26.6% | $66,949-5.0% |
| Participation rate | 94.2% | 75.5%+18.7pp | 76.6%+17.6pp | 69.8%+24.4pp |
| Annual return | -18.38% | -10.91%-7.5pp | 35.96%-54.3pp | 1.57%-20.0pp |
| Employer contribution / active EE | $2,296 | $2,154+6.6% | $2,837-19.0% | $2,545-9.8% |
| Participant deferral / active EE | $5,302 | $4,102+29.3% | $4,656+13.9% | $4,239+25.1% |
| Admin fee / account holder | $4 | $642-99.4% | $7,492-100.0% | $594-99.4% |