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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,474 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,234 | $65,453-72.1% | $86,691-79.0% | $66,930-72.8% |
| Participation rate | 72.0% | 75.5%-3.4pp | 76.6%-4.6pp | 69.8%+2.2pp |
| Annual return | -18.70% | -10.89%-7.8pp | 35.94%-54.6pp | 1.57%-20.3pp |
| Employer contribution / active EE | $1,121 | $2,154-48.0% | $2,837-60.5% | $2,545-56.0% |
| Participant deferral / active EE | $2,662 | $4,102-35.1% | $4,656-42.8% | $4,238-37.2% |
| Admin fee / account holder | $92 | $642-85.7% | $7,492-98.8% | $593-84.5% |