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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,177 |
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 | $18,851 | $84,482-77.7% | $125,363-85.0% | $66,930-71.8% |
| Participation rate | 94.7% | 76.4%+18.2pp | 82.4%+12.3pp | 69.8%+24.8pp |
| Annual return | -14.88% | -8.49%-6.4pp | 572.15%-587.0pp | 1.57%-16.5pp |
| Employer contribution / active EE | $1,376 | $3,553-61.3% | $4,815-71.4% | $2,545-45.9% |
| Participant deferral / active EE | $2,654 | $6,782-60.9% | $7,447-64.4% | $4,238-37.4% |
| Admin fee / account holder | $224 | $685-67.3% | $10,005-97.8% | $593-62.3% |