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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,494 |
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 | $236,154 | $73,863+219.7% | $143,797+64.2% | $68,490+244.8% |
| Participation rate | 95.7% | 66.7%+29.1pp | 80.3%+15.4pp | 67.9%+27.8pp |
| Annual return | -11.42% | 0.91%-12.3pp | -0.04%-11.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,581 | $3,385+124.0% | $5,638+34.5% | $4,028+88.2% |
| Admin fee / account holder | $31 | $5,756-99.5% | $14,679-99.8% | $5,403-99.4% |