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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,969 |
Employer contribution per participant 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 | $406,150 | $104,497+288.7% | $159,487+154.7% | $79,389+411.6% |
| Participation rate | 79.9% | 76.6%+3.2pp | 82.8%-3.0pp | 70.7%+9.1pp |
| Annual return | 19.09% | 67.98%-48.9pp | 263.71%-244.6pp | 116.89%-97.8pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $11,459 | $6,468+77.2% | $7,354+55.8% | $4,046+183.2% |
| Admin fee / account holder | $33 | $711-95.4% | $10,804-99.7% | $626-94.7% |