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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP6 years Service code 37 · EIN 06-1053228 | Loan Processing | $6,050 |
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 | $120,884 | $88,083+37.2% | $164,813-26.7% | $74,495+62.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 10.91% | 17.26%-6.4pp | 69.93%-59.0pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $11,560 | $2,593+345.8% | $4,341+166.3% | $2,623+340.7% |
| Participant deferral / active EE | $3,587 | $4,498-20.3% | $6,031-40.5% | $4,346-17.5% |
| Admin fee / account holder | $43 | $2,234-98.1% | $12,690-99.7% | $1,942-97.8% |