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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,458 |
Employer 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 | $54,501 | $91,439-40.4% | $135,974-59.9% | $71,511-23.8% |
| Participation rate | 89.8% | 75.7%+14.2pp | 81.9%+7.9pp | 67.9%+21.9pp |
| Annual return | 18.82% | 29.90%-11.1pp | 68.30%-49.5pp | 28.86%-10.0pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $12,760 | $7,093+79.9% | $7,760+64.4% | $4,291+197.4% |
| Admin fee / account holder | $146 | $1,267-88.5% | $10,767-98.6% | $1,588-90.8% |