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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,090 |
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 | $11,863 | $42,367-72.0% | $79,583-85.1% | $64,824-81.7% |
| Participation rate | 83.0% | 64.7%+18.3pp | 69.5%+13.5pp | 71.5%+11.5pp |
| Annual return | 195.46% | -12.24%+207.7pp | 0.16%+195.3pp | 32.84%+162.6pp |
| Employer contribution / active EE | $1,367 | $1,181+15.8% | $2,414-43.4% | $2,507-45.5% |
| Participant deferral / active EE | $3,014 | $3,168-4.9% | $3,986-24.4% | $4,311-30.1% |
| Admin fee / account holder | $14 | $160-91.3% | $6,835-99.8% | $188-92.6% |