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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,958 |
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 | $158,935 | $90,064+76.5% | $100,378+58.3% | $77,714+104.5% |
| Participation rate | 95.7% | 81.3%+14.4pp | 81.5%+14.1pp | 70.6%+25.1pp |
| Annual return | 10.37% | 20.61%-10.2pp | 49.41%-39.0pp | 31.26%-20.9pp |
| Employer contribution / active EE | $2,599 | $3,043-14.6% | $3,942-34.1% | $2,727-4.7% |
| Participant deferral / active EE | $9,405 | $8,282+13.6% | $8,087+16.3% | $4,649+102.3% |
| Admin fee / account holder | $30 | $172-82.6% | $7,899-99.6% | $433-93.1% |