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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $863 |
Employer contribution per participant 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 | $137,234 | $122,239+12.3% | $184,200-25.5% | $74,546+84.1% |
| Participation rate | 92.4% | 85.5%+6.9pp | 86.8%+5.5pp | 67.2%+25.2pp |
| Annual return | 21.72% | 19.95%+1.8pp | 28.80%-7.1pp | 1366.03%-1344.3pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,424-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $16,399 | $7,139+129.7% | $9,132+79.6% | $4,347+277.2% |
| Admin fee / account holder | $4 | $1,260-99.7% | $13,907-100.0% | $1,944-99.8% |