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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 | $122,063+12.4% | $184,256-25.5% | $74,478+84.3% |
| Participation rate | 92.4% | 85.5%+6.9pp | 86.8%+5.5pp | 67.2%+25.2pp |
| Annual return | 21.72% | 19.92%+1.8pp | 28.85%-7.1pp | 1370.56%-1348.8pp |
| Employer contribution / active EE | $0 | $4,539-100.0% | $6,427-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $16,399 | $7,144+129.5% | $9,133+79.6% | $4,350+277.0% |
| Admin fee / account holder | $4 | $1,253-99.7% | $13,899-100.0% | $1,946-99.8% |