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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $881 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $118,995 | $102,661+15.9% | $151,645-21.5% | $66,949+77.7% |
| Participation rate | 86.2% | 85.5%+0.7pp | 87.5%-1.3pp | 69.8%+16.4pp |
| Annual return | -17.93% | -10.81%-7.1pp | 3.34%-21.3pp | 1.57%-19.5pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $6,165-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $15,049 | $6,645+126.5% | $8,363+80.0% | $4,239+255.0% |
| Admin fee / account holder | $5 | $630-99.2% | $11,614-100.0% | $594-99.2% |