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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $231 |
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 | $72,387 | $70,917+2.1% | $98,920-26.8% | $73,497-1.5% |
| Participation rate | 86.7% | 73.8%+12.9pp | 76.0%+10.7pp | 70.7%+16.0pp |
| Annual return | 10.58% | 34.18%-23.6pp | 196.47%-185.9pp | 28.51%-17.9pp |
| Employer contribution / active EE | $1,239 | $2,037-39.2% | $2,689-53.9% | $2,270-45.4% |
| Participant deferral / active EE | $3,173 | $3,501-9.4% | $4,245-25.3% | $3,740-15.2% |
| Admin fee / account holder | $25 | $535-95.4% | $6,643-99.6% | $513-95.2% |