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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,901 |
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 | $81,916 | $79,428+3.1% | $106,548-23.1% | $79,386+3.2% |
| Participation rate | 98.7% | 74.1%+24.6pp | 76.1%+22.6pp | 70.7%+28.0pp |
| Annual return | 11.24% | 18.27%-7.0pp | 26.80%-15.6pp | 116.85%-105.6pp |
| Employer contribution / active EE | $1,117 | $2,234-50.0% | $2,819-60.4% | $2,427-54.0% |
| Participant deferral / active EE | $2,069 | $3,823-45.9% | $4,398-53.0% | $4,046-48.9% |
| Admin fee / account holder | $22 | $523-95.7% | $7,407-99.7% | $626-96.4% |