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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,911 |
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 | $85,419 | $84,000+1.7% | $119,628-28.6% | $77,906+9.6% |
| Participation rate | 98.0% | 77.8%+20.2pp | 79.3%+18.7pp | 73.7%+24.3pp |
| Annual return | -17.75% | -11.59%-6.2pp | -14.98%-2.8pp | 12.16%-29.9pp |
| Employer contribution / active EE | $3,701 | $2,907+27.3% | $4,232-12.5% | $2,846+30.0% |
| Participant deferral / active EE | $7,248 | $4,705+54.0% | $5,601+29.4% | $4,805+50.8% |
| Admin fee / account holder | $12 | $116-89.5% | $10,330-99.9% | $133-90.8% |