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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,243 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $28,806 |
Service code 27 · EIN 87-4130828 | Advisory (Plan) | $13,686 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,145 | $81,948-70.5% | $90,766-73.4% | $64,824-62.8% |
| Participation rate | 98.6% | 80.5%+18.1pp | 75.7%+22.9pp | 71.5%+27.1pp |
| Annual return | -15.74% | -12.53%-3.2pp | -12.16%-3.6pp | 32.84%-48.6pp |
| Employer contribution / active EE | $2,290 | $3,067-25.3% | $2,922-21.6% | $2,507-8.6% |
| Participant deferral / active EE | $4,019 | $4,844-17.0% | $4,565-12.0% | $4,311-6.8% |
| Admin fee / account holder | $173 | $157+10.4% | $8,446-97.9% | $188-7.7% |