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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,729 |
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 | $152,588 | $83,090+83.6% | $130,062+17.3% | $71,529+113.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 7.99% | 20.61%-12.6pp | -137.37%+145.4pp | 28.97%-21.0pp |
| Employer contribution / active EE | $4,285 | $2,624+63.3% | $4,322-0.9% | $2,590+65.5% |
| Participant deferral / active EE | $8,538 | $4,436+92.5% | $5,821+46.7% | $4,291+99.0% |
| Admin fee / account holder | $87 | $1,727-94.9% | $10,601-99.2% | $1,588-94.5% |