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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,284 |
Participant contribution per participant 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 | $14,634 | $56,503-74.1% | $69,890-79.1% | $64,824-77.4% |
| Participation rate | 88.6% | 70.5%+18.1pp | 70.5%+18.1pp | 71.5%+17.1pp |
| Annual return | -16.24% | -13.44%-2.8pp | 190.84%-207.1pp | 32.84%-49.1pp |
| Employer contribution / active EE | $1,174 | $2,046-42.6% | $2,560-54.1% | $2,507-53.2% |
| Participant deferral / active EE | $1,307 | $3,389-61.4% | $3,848-66.1% | $4,311-69.7% |
| Admin fee / account holder | $18 | $160-88.9% | $6,267-99.7% | $188-90.6% |