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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,161 |
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 | $215,051 | $82,163+161.7% | $125,381+71.5% | $64,819+231.8% |
| Participation rate | 82.1% | 77.9%+4.2pp | 82.4%-0.3pp | 71.5%+10.6pp |
| Annual return | -19.32% | 3.49%-22.8pp | 572.31%-591.6pp | 32.84%-52.2pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $17,510 | $7,175+144.1% | $7,448+135.1% | $4,311+306.2% |
| Admin fee / account holder | $13 | $163-91.8% | $10,007-99.9% | $188-92.9% |