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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,910 |
Annual investment return 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 | $48,771 | $107,218-54.5% | $115,768-57.9% | $79,634-38.8% |
| Participation rate | 87.7% | 76.8%+10.9pp | 74.4%+13.3pp | 62.5%+25.2pp |
| Annual return | 8.80% | 15.41%-6.6pp | 100.46%-91.7pp | 36.46%-27.7pp |
| Employer contribution / active EE | $1,055 | $3,627-70.9% | $2,940-64.1% | $2,529-58.3% |
| Participant deferral / active EE | $2,972 | $5,091-41.6% | $4,917-39.6% | $3,835-22.5% |
| Admin fee / account holder | $226 | $576-60.8% | $12,439-98.2% | $1,002-77.5% |