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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,767 |
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 | $90,331 | $89,067+1.4% | $102,423-11.8% | $77,714+16.2% |
| Participation rate | 93.8% | 80.9%+12.9pp | 76.5%+17.3pp | 70.6%+23.2pp |
| Annual return | 19.03% | 25.01%-6.0pp | 29.42%-10.4pp | 31.26%-12.2pp |
| Employer contribution / active EE | $0 | $2,699-100.0% | $3,023-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $17,467 | $5,147+239.4% | $5,054+245.6% | $4,649+275.7% |
| Admin fee / account holder | $75 | $236-68.1% | $9,455-99.2% | $433-82.6% |