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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,960 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $5,676 |
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 | $52,641 | $78,015-32.5% | $178,505-70.5% | $80,959-35.0% |
| Participation rate | 90.7% | 65.7%+25.0pp | 77.1%+13.5pp | 67.7%+23.0pp |
| Annual return | 16.46% | 18.10%-1.6pp | 27.16%-10.7pp | 35.67%-19.2pp |
| Employer contribution / active EE | $3 | $2,281-99.9% | $3,955-99.9% | $2,757-99.9% |
| Participant deferral / active EE | $12,699 | $4,406+188.2% | $6,280+102.2% | $4,300+195.3% |
| Admin fee / account holder | $151 | $7,160-97.9% | $10,428-98.6% | $6,925-97.8% |