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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $502 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $631,644 | $138,385+356.4% | $184,243+242.8% | $80,925+680.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.76% | 20.02%-4.3pp | 28.82%-13.1pp | 35.65%-19.9pp |
| Employer contribution / active EE | $55,800 | $4,851+1050.4% | $6,427+768.2% | $2,756+1924.5% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | -$7 | $10,489-100.1% | $13,914-100.1% | $6,940-100.1% |