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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,884 | $88,137+37.2% | $164,975-26.7% | $74,429+62.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 10.91% | 17.13%-6.2pp | 70.12%-59.2pp | 1368.38%-1357.5pp |
| Employer contribution / active EE | $11,560 | $2,597+345.1% | $4,343+166.2% | $2,625+340.4% |
| Participant deferral / active EE | $3,587 | $4,501-20.3% | $6,033-40.6% | $4,348-17.5% |
| Admin fee / account holder | $43 | $2,231-98.1% | $12,688-99.7% | $1,944-97.8% |