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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,228 | $84,487+57.7% | $125,339+6.3% | $66,914+99.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -21.07% | -8.39%-12.7pp | 572.05%-593.1pp | 1.58%-22.7pp |
| Employer contribution / active EE | $7,563 | $3,553+112.9% | $4,814+57.1% | $2,544+197.3% |
| Participant deferral / active EE | $14,587 | $6,781+115.1% | $7,446+95.9% | $4,237+244.3% |
| Admin fee / account holder | $216 | $685-68.5% | $10,010-97.8% | $593-63.7% |