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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,429 |
Annual investment return 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 | $60,723 | $122,128-50.3% | $147,080-58.7% | $199,960-69.6% |
| Participation rate | 96.9% | 78.2%+18.7pp | 82.2%+14.7pp | 72.0%+24.9pp |
| Annual return | 13.79% | 30.58%-16.8pp | 420.17%-406.4pp | 34.28%-20.5pp |
| Employer contribution / active EE | $2,078 | $4,093-49.2% | $4,933-57.9% | $3,036-31.5% |
| Participant deferral / active EE | $4,172 | $8,484-50.8% | $8,066-48.3% | $5,087-18.0% |
| Admin fee / account holder | $1 | $180-99.2% | $12,989-100.0% | $269-99.5% |