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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,538 |
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 | $230,968 | $65,437+253.0% | $86,698+166.4% | $66,949+245.0% |
| Participation rate | 99.0% | 75.5%+23.6pp | 76.6%+22.4pp | 69.8%+29.2pp |
| Annual return | -22.35% | -10.91%-11.4pp | 35.96%-58.3pp | 1.57%-23.9pp |
| Employer contribution / active EE | $6,161 | $2,154+186.1% | $2,837+117.2% | $2,545+142.0% |
| Participant deferral / active EE | $10,736 | $4,102+161.7% | $4,656+130.6% | $4,239+153.3% |
| Admin fee / account holder | -$26 | $642-104.1% | $7,492-100.4% | $594-104.5% |