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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,110 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 37 · EIN 13-3036745 | Loan Processing | $8,724 |
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 | $28,341 | $104,336-72.8% | $159,455-82.2% | $86,813-67.4% |
| Participation rate | 91.3% | 77.7%+13.6pp | 82.8%+8.5pp | 72.3%+19.0pp |
| Annual return | 37.75% | 26.32%+11.4pp | 263.63%-225.9pp | 97.93%-60.2pp |
| Employer contribution / active EE | $1,771 | $3,451-48.7% | $4,830-63.3% | $2,406-26.4% |
| Participant deferral / active EE | $8,305 | $6,837+21.5% | $7,353+13.0% | $4,131+101.0% |
| Admin fee / account holder | $73 | $172-57.9% | $10,800-99.3% | $170-57.2% |