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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,399 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,218 | $73,459-0.3% | $178,528-59.0% | $74,429-1.6% |
| Participation rate | 80.1% | 66.5%+13.6pp | 77.1%+3.0pp | 67.2%+12.9pp |
| Annual return | 17.90% | 17.50%+0.4pp | 27.11%-9.2pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $11,787 | $4,515+161.1% | $6,278+87.7% | $4,348+171.1% |
| Admin fee / account holder | $162 | $1,812-91.1% | $10,419-98.4% | $1,944-91.7% |