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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $130,652 |
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 | $32,680 | $59,054-44.7% | $97,197-66.4% | $77,714-57.9% |
| Participation rate | 88.9% | 67.9%+21.0pp | 72.7%+16.2pp | 70.6%+18.3pp |
| Annual return | 21.81% | 16.96%+4.8pp | 75.47%-53.7pp | 31.26%-9.4pp |
| Employer contribution / active EE | $0 | $1,742-100.0% | $2,723-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $7,636 | $3,930+94.3% | $4,263+79.1% | $4,649+64.2% |
| Admin fee / account holder | $123 | $346-64.6% | $5,637-97.8% | $433-71.7% |