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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,387 |
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 | $100,632 | $79,089+27.2% | $100,392+0.2% | $74,459+35.1% |
| Participation rate | 76.9% | 79.4%-2.5pp | 81.5%-4.6pp | 67.2%+9.7pp |
| Annual return | 21.45% | 20.61%+0.8pp | 49.45%-28.0pp | 1369.70%-1348.3pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $17,184 | $7,747+121.8% | $8,090+112.4% | $4,350+295.1% |
| Admin fee / account holder | $19 | $1,336-98.6% | $7,904-99.8% | $1,945-99.0% |