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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $130,940 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $53,960 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,861 | $58,336-62.5% | $97,260-77.5% | $199,960-89.1% |
| Participation rate | 86.5% | 63.8%+22.7pp | 72.7%+13.8pp | 72.0%+14.5pp |
| Annual return | 17.14% | 32.81%-15.7pp | 75.54%-58.4pp | 34.28%-17.1pp |
| Employer contribution / active EE | $1,652 | $1,416+16.7% | $2,721-39.3% | $3,036-45.6% |
| Participant deferral / active EE | $3,984 | $3,240+23.0% | $4,262-6.5% | $5,087-21.7% |
| Admin fee / account holder | $99 | $114-13.3% | $5,640-98.2% | $269-63.3% |