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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,428 |
Participant 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 | $40,162 | $71,534-43.9% | $98,462-59.2% | $71,529-43.9% |
| Participation rate | 99.5% | 72.7%+26.8pp | 75.2%+24.3pp | 67.9%+31.6pp |
| Annual return | 22.66% | 32.44%-9.8pp | 21.17%+1.5pp | 28.97%-6.3pp |
| Employer contribution / active EE | $4,508 | $2,399+87.9% | $3,049+47.9% | $2,590+74.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $49 | $1,677-97.1% | $8,875-99.4% | $1,588-96.9% |