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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,230 |
Employer contribution per participant 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 | $42,292 | $47,977-11.8% | $154,111-72.6% | $56,287-24.9% |
| Participation rate | 77.8% | 66.2%+11.6pp | 83.0%-5.3pp | 69.9%+7.9pp |
| Annual return | 11.72% | 3.54%+8.2pp | 735.18%-723.5pp | -9.96%+21.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,249 | $2,392-47.8% | $5,081-75.4% | $3,350-62.7% |
| Admin fee / account holder | $35 | $438-91.9% | $13,411-99.7% | $521-93.2% |