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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,534 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,275 | $65,092+315.2% | $143,799+88.0% | $66,938+303.8% |
| Participation rate | 96.2% | 65.2%+31.0pp | 80.3%+15.9pp | 69.8%+26.4pp |
| Annual return | -21.18% | -11.14%-10.0pp | -0.04%-21.1pp | 1.58%-22.8pp |
| Employer contribution / active EE | $16,257 | $2,362+588.4% | $4,952+228.3% | $2,545+538.7% |
| Participant deferral / active EE | $18,319 | $2,920+527.3% | $5,638+224.9% | $4,238+332.2% |
| Admin fee / account holder | $77 | $502-84.8% | $14,677-99.5% | $594-87.1% |