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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,340 |
Employer contribution per participant 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 | $48,393 | $79,181-38.9% | $102,423-52.8% | $74,429-35.0% |
| Participation rate | 70.1% | 74.8%-4.7pp | 76.5%-6.4pp | 67.2%+2.9pp |
| Annual return | 23.57% | 54.97%-31.4pp | 29.42%-5.9pp | 1368.38%-1344.8pp |
| Employer contribution / active EE | $343 | $2,362-85.5% | $3,023-88.6% | $2,625-86.9% |
| Participant deferral / active EE | $2,712 | $4,416-38.6% | $5,054-46.3% | $4,348-37.6% |
| Admin fee / account holder | $289 | $2,002-85.5% | $9,455-96.9% | $1,944-85.1% |