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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,903 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,333 | $66,486-69.4% | $81,370-75.0% | $77,762-73.9% |
| Participation rate | 86.5% | 68.7%+17.8pp | 69.5%+16.9pp | 70.6%+15.9pp |
| Annual return | 10.08% | 15.95%-5.9pp | 24.85%-14.8pp | 31.27%-21.2pp |
| Employer contribution / active EE | $1,270 | $2,158-41.1% | $2,464-48.5% | $2,728-53.4% |
| Participant deferral / active EE | $1,473 | $3,677-59.9% | $3,885-62.1% | $4,651-68.3% |
| Admin fee / account holder | $13 | $586-97.8% | $5,749-99.8% | $433-97.0% |