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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 | $106,164-20.3% | $147,041-42.5% | $77,692+8.9% |
| Participation rate | 91.5% | 78.4%+13.1pp | 82.2%+9.3pp | 70.6%+20.9pp |
| Annual return | 22.27% | 56.81%-34.5pp | 419.21%-396.9pp | 31.25%-9.0pp |
| Employer contribution / active EE | $0 | $4,066-100.0% | $4,935-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $14,211 | $7,993+77.8% | $8,071+76.1% | $4,648+205.7% |
| Admin fee / account holder | $136 | $338-59.8% | $13,006-99.0% | $431-68.5% |