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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,575 |
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 | $41,531 | $72,303-42.6% | $86,698-52.1% | $64,824-35.9% |
| Participation rate | 96.0% | 80.4%+15.6pp | 76.6%+19.4pp | 71.5%+24.5pp |
| Annual return | 0.22% | 392.77%-392.5pp | 35.96%-35.7pp | 32.84%-32.6pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,837-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $4,382 | $4,660-6.0% | $4,656-5.9% | $4,311+1.6% |
| Admin fee / account holder | $12 | $174-92.9% | $7,492-99.8% | $188-93.4% |