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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2 years Service code 37 · EIN 38-3416104 | Loan Processing | $28,099 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,161 | $85,713-61.3% | $86,677-61.7% | - |
| Participation rate | 81.8% | 72.2%+9.7pp | 76.6%+5.2pp | - |
| Annual return | -17.78% | -20.12%+2.3pp | 35.91%-53.7pp | - |
| Employer contribution / active EE | $1,070 | $1,789-40.2% | $2,836-62.3% | - |
| Participant deferral / active EE | $2,105 | $3,318-36.6% | $4,656-54.8% | - |
| Admin fee / account holder | $253 | $28,935-99.1% | $7,493-96.6% | - |