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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,719 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,758 | $123,793-54.2% | $177,840-68.1% | $79,852-28.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 13.00% | 22.82%-9.8pp | 48.32%-35.3pp | 31.72%-18.7pp |
| Employer contribution / active EE | $18,311 | $4,095+347.1% | $5,919+209.4% | $2,471+641.0% |
| Participant deferral / active EE | $41,935 | $5,956+604.0% | $7,714+443.6% | $3,740+1021.1% |
| Admin fee / account holder | $74 | $7,243-99.0% | $12,431-99.4% | $5,306-98.6% |