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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,546 |
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 | $133,228 | $84,493+57.7% | $125,381+6.3% | $66,938+99.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -21.07% | -8.49%-12.6pp | 572.31%-593.4pp | 1.58%-22.6pp |
| Employer contribution / active EE | $7,563 | $3,554+112.8% | $4,815+57.1% | $2,545+197.1% |
| Participant deferral / active EE | $14,587 | $6,783+115.0% | $7,448+95.9% | $4,238+244.2% |
| Admin fee / account holder | $216 | $685-68.5% | $10,007-97.8% | $594-63.7% |