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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,000 |
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 | $38,564 | $35,986+7.2% | $77,552-50.3% | $73,497-47.5% |
| Participation rate | 96.2% | 40.8%+55.4pp | 54.2%+42.0pp | 70.7%+25.5pp |
| Annual return | 11.08% | 19.26%-8.2pp | 54.82%-43.7pp | 28.51%-17.4pp |
| Employer contribution / active EE | $0 | $557-99.9% | $987-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,553 | $1,198+196.7% | $1,861+90.9% | $3,740-5.0% |
| Admin fee / account holder | $120 | $466-74.3% | $2,859-95.8% | $513-76.7% |