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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,711 |
Participant 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 | $97,794 | $101,591-3.7% | $147,096-33.5% | $74,429+31.4% |
| Participation rate | 89.5% | 75.5%+13.9pp | 82.2%+7.3pp | 67.2%+22.3pp |
| Annual return | 15.73% | 8746.45%-8730.7pp | 419.75%-404.0pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $6,347 | $3,813+66.5% | $4,936+28.6% | $2,625+141.8% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $69 | $1,750-96.0% | $13,005-99.5% | $1,944-96.4% |