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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,596 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,005 | $111,491-75.8% | $189,545-85.8% | $86,821-68.9% |
| Participation rate | 71.3% | 87.3%-16.1pp | 87.8%-16.5pp | 72.3%-1.0pp |
| Annual return | 35.67% | 83.50%-47.8pp | 555.36%-519.7pp | 97.94%-62.3pp |
| Employer contribution / active EE | $2,154 | $3,951-45.5% | $6,162-65.1% | $2,406-10.5% |
| Participant deferral / active EE | $6,596 | $6,437+2.5% | $8,220-19.8% | $4,132+59.6% |
| Admin fee / account holder | $29 | $189-84.7% | $12,049-99.8% | $170-82.9% |