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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,174 |
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 | $84,600 | $106,264-20.4% | $147,117-42.5% | $77,762+8.8% |
| Participation rate | 91.5% | 78.4%+13.0pp | 82.2%+9.3pp | 70.6%+20.9pp |
| Annual return | 22.27% | 56.94%-34.7pp | 420.54%-398.3pp | 31.27%-9.0pp |
| Employer contribution / active EE | $0 | $4,074-100.0% | $4,932-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $14,211 | $8,003+77.6% | $8,065+76.2% | $4,651+205.6% |
| Admin fee / account holder | $136 | $334-59.4% | $12,993-99.0% | $433-68.7% |