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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,694 |
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 | $72,311 | $84,493-14.4% | $125,381-42.3% | $66,938+8.0% |
| Participation rate | 88.2% | 76.4%+11.8pp | 82.4%+5.8pp | 69.8%+18.4pp |
| Annual return | -21.84% | -8.49%-13.3pp | 572.31%-594.1pp | 1.58%-23.4pp |
| Employer contribution / active EE | $6,070 | $3,554+70.8% | $4,815+26.1% | $2,545+138.5% |
| Participant deferral / active EE | $13,293 | $6,783+96.0% | $7,448+78.5% | $4,238+213.6% |
| Admin fee / account holder | $30 | $685-95.7% | $10,007-99.7% | $594-95.0% |