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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,668 |
Filed as: SHEPHERD FINANCIAL INVESTMENT Service code 27 · EIN 82-0759826 | Advisory (Plan) | $10,608 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,963 | $64,176-61.1% | $112,249-77.8% | $66,938-62.7% |
| Participation rate | 97.2% | 68.4%+28.8pp | 75.1%+22.1pp | 69.8%+27.4pp |
| Annual return | 0.00% | -13.80%+13.8pp | 27.48%-27.5pp | 1.58%-1.6pp |
| Employer contribution / active EE | $2,395 | $3,007-20.3% | $3,636-34.1% | $2,545-5.9% |
| Participant deferral / active EE | $4,124 | $3,694+11.7% | $4,729-12.8% | $4,238-2.7% |
| Admin fee / account holder | $207 | $626-66.8% | $6,412-96.8% | $594-65.0% |