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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,463 |
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 | $82,075 | $64,612+27.0% | $86,451-5.1% | $64,824+26.6% |
| Participation rate | 81.9% | 81.5%+0.4pp | 80.3%+1.5pp | 71.5%+10.4pp |
| Annual return | -16.79% | 0.66%-17.4pp | 4398.51%-4415.3pp | 32.84%-49.6pp |
| Employer contribution / active EE | $599 | $2,744-78.2% | $3,770-84.1% | $2,507-76.1% |
| Participant deferral / active EE | $5,237 | $7,497-30.1% | $6,953-24.7% | $4,311+21.5% |
| Admin fee / account holder | $5 | $169-97.2% | $6,734-99.9% | $188-97.5% |