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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,264 |
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 | $69,701 | $73,004-4.5% | $90,749-23.2% | $68,494+1.8% |
| Participation rate | 91.6% | 70.8%+20.7pp | 75.7%+15.9pp | 67.9%+23.7pp |
| Annual return | -20.48% | -13.81%-6.7pp | -12.16%-8.3pp | -7.84%-12.6pp |
| Employer contribution / active EE | $10,325 | $2,193+370.9% | $2,921+253.5% | $2,596+297.7% |
| Participant deferral / active EE | $21,632 | $3,627+496.5% | $4,564+374.0% | $4,027+437.2% |
| Admin fee / account holder | $60 | $5,896-99.0% | $8,445-99.3% | $5,403-98.9% |