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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $502 |
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 | $34,167 | $99,957-65.8% | $149,745-77.2% | $73,497-53.5% |
| Participation rate | 73.0% | 75.7%-2.7pp | 82.5%-9.5pp | 70.7%+2.3pp |
| Annual return | 53.24% | 53.87%-0.6pp | 276.72%-223.5pp | 28.51%+24.7pp |
| Employer contribution / active EE | $273 | $3,191-91.4% | $4,646-94.1% | $2,270-88.0% |
| Participant deferral / active EE | $9,972 | $6,073+64.2% | $6,843+45.7% | $3,740+166.6% |
| Admin fee / account holder | $5 | $551-99.1% | $9,312-99.9% | $513-99.0% |