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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,094 |
Annual investment return 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 | $67,221 | $58,320+15.3% | $86,451-22.2% | $66,949+0.4% |
| Participation rate | 80.4% | 78.6%+1.8pp | 80.3%+0.1pp | 69.8%+10.6pp |
| Annual return | -18.64% | -9.71%-8.9pp | 4398.51%-4417.1pp | 1.57%-20.2pp |
| Employer contribution / active EE | $3,239 | $2,615+23.9% | $3,770-14.1% | $2,545+27.3% |
| Participant deferral / active EE | $6,606 | $6,899-4.3% | $6,953-5.0% | $4,239+55.8% |
| Admin fee / account holder | $29 | $546-94.7% | $6,734-99.6% | $594-95.2% |