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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,611 |
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 | $20,091 | $69,823-71.2% | $76,872-73.9% | $74,460-73.0% |
| Participation rate | 97.4% | 70.0%+27.4pp | 69.6%+27.8pp | 70.7%+26.6pp |
| Annual return | 14.52% | 19.99%-5.5pp | 37.90%-23.4pp | 34.38%-19.9pp |
| Employer contribution / active EE | $1,475 | $2,148-31.3% | $2,533-41.8% | $2,638-44.1% |
| Participant deferral / active EE | $1,647 | $3,558-53.7% | $3,832-57.0% | $4,530-63.7% |
| Admin fee / account holder | $15 | $398-96.1% | $5,476-99.7% | $348-95.6% |