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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $4,292 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $338,648 | $53,841+529.0% | $75,731+347.2% | $85,851+294.5% |
| Participation rate | 70.1% | 69.0%+1.1pp | 74.8%-4.7pp | 69.3%+0.8pp |
| Annual return | 7.68% | 24.54%-16.9pp | 104.65%-97.0pp | 318.63%-311.0pp |
| Employer contribution / active EE | $1,870 | $2,017-7.3% | $2,743-31.8% | $2,565-27.1% |
| Participant deferral / active EE | $1,733 | $2,895-40.1% | $3,820-54.6% | $3,952-56.1% |
| Admin fee / account holder | $1 | $3,340-100.0% | $3,620-100.0% | $6,261-100.0% |