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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,089 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,894 | $32,530+41.1% | $106,619-57.0% | $63,975-28.3% |
| Participation rate | 93.9% | 55.7%+38.1pp | 78.0%+15.9pp | 71.1%+22.7pp |
| Annual return | 4.58% | 8.92%-4.3pp | 9.42%-4.8pp | 48.65%-44.1pp |
| Employer contribution / active EE | $293 | $724-59.5% | $3,947-92.6% | $2,182-86.6% |
| Participant deferral / active EE | $526 | $1,383-62.0% | $3,930-86.6% | $3,356-84.3% |
| Admin fee / account holder | $1 | $61-99.1% | $6,418-100.0% | $70-99.2% |