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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,434 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,302 | $45,863+55.5% | $77,024-7.4% | $68,494+4.1% |
| Participation rate | 93.3% | 55.9%+37.3pp | 67.9%+25.4pp | 67.9%+25.4pp |
| Annual return | -21.67% | 1.72%-23.4pp | 42.32%-64.0pp | -7.84%-13.8pp |
| Employer contribution / active EE | $5,391 | $1,650+226.8% | $2,812+91.7% | $2,596+107.6% |
| Participant deferral / active EE | $11,861 | $2,962+300.4% | $4,426+168.0% | $4,027+194.5% |
| Admin fee / account holder | $185 | $3,041-93.9% | $5,425-96.6% | $5,403-96.6% |