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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $175,113 |
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 | $10,558 | $53,216-80.2% | $155,534-93.2% | $199,960-94.7% |
| Participation rate | 83.9% | 64.1%+19.8pp | 78.2%+5.7pp | 72.0%+11.9pp |
| Annual return | 16.85% | 41.18%-24.3pp | 64.92%-48.1pp | 34.28%-17.4pp |
| Employer contribution / active EE | $426 | $1,848-77.0% | $4,675-90.9% | $3,036-86.0% |
| Participant deferral / active EE | $3,143 | $3,164-0.7% | $5,630-44.2% | $5,087-38.2% |
| Admin fee / account holder | $129 | $186-30.6% | $15,900-99.2% | $269-52.1% |