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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,544 |
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 | $37,724 | $56,503-33.2% | $69,890-46.0% | $64,824-41.8% |
| Participation rate | 80.6% | 70.5%+10.1pp | 70.5%+10.1pp | 71.5%+9.1pp |
| Annual return | -17.89% | -13.44%-4.4pp | 190.84%-208.7pp | 32.84%-50.7pp |
| Employer contribution / active EE | $1,305 | $2,046-36.2% | $2,560-49.0% | $2,507-48.0% |
| Participant deferral / active EE | $3,939 | $3,389+16.2% | $3,848+2.3% | $4,311-8.6% |
| Admin fee / account holder | $7 | $160-95.5% | $6,267-99.9% | $188-96.2% |