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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,443 |
Annual investment return 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 | $164,261 | $79,171+107.5% | $102,423+60.4% | $74,495+120.5% |
| Participation rate | 75.2% | 74.8%+0.4pp | 76.5%-1.3pp | 67.2%+8.0pp |
| Annual return | 0.27% | 54.93%-54.7pp | 29.32%-29.1pp | 1364.94%-1364.7pp |
| Employer contribution / active EE | $5,534 | $2,362+134.3% | $3,023+83.0% | $2,623+111.0% |
| Participant deferral / active EE | $11,986 | $4,415+171.5% | $5,053+137.2% | $4,346+175.8% |
| Admin fee / account holder | $65 | $2,001-96.7% | $9,451-99.3% | $1,942-96.6% |