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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,804 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $22,138 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,971 | $80,731-61.6% | $103,374-70.0% | $74,546-58.5% |
| Participation rate | 90.9% | 65.7%+25.2pp | 74.5%+16.4pp | 67.2%+23.7pp |
| Annual return | 15.93% | 27.56%-11.6pp | 24.89%-9.0pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $2,482 | $3,158-21.4% | $3,869-35.9% | $2,624-5.4% |
| Participant deferral / active EE | $4,303 | $3,860+11.5% | $5,058-14.9% | $4,347-1.0% |
| Admin fee / account holder | $260 | $2,369-89.0% | $8,394-96.9% | $1,944-86.6% |