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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,313 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,745 | $84,487-57.7% | $125,339-71.5% | $66,914-46.6% |
| Participation rate | 90.4% | 76.4%+14.0pp | 82.4%+8.0pp | 69.8%+20.6pp |
| Annual return | -14.68% | -8.39%-6.3pp | 572.05%-586.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $481 | $3,553-86.5% | $4,814-90.0% | $2,544-81.1% |
| Participant deferral / active EE | $5,587 | $6,781-17.6% | $7,446-25.0% | $4,237+31.9% |
| Admin fee / account holder | $13 | $685-98.1% | $10,010-99.9% | $593-97.8% |