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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,219 |
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 | $205,156 | $110,083+86.4% | $151,628+35.3% | $68,495+199.5% |
| Participation rate | 94.0% | 84.0%+10.0pp | 87.5%+6.5pp | 67.9%+26.1pp |
| Annual return | -16.07% | -10.12%-5.9pp | 3.34%-19.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $76 | $4,470-98.3% | $6,165-98.8% | $2,596-97.1% |
| Participant deferral / active EE | $14,697 | $6,526+125.2% | $8,363+75.7% | $4,028+264.9% |
| Admin fee / account holder | $147 | $7,718-98.1% | $11,613-98.7% | $5,403-97.3% |