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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,771 | $104,919-53.5% | $116,228-58.0% | $85,563-43.0% |
| Participation rate | 87.7% | 78.6%+9.1pp | 74.6%+13.1pp | 66.0%+21.7pp |
| Annual return | 8.80% | 15.38%-6.6pp | 90.06%-81.3pp | 31.51%-22.7pp |
| Employer contribution / active EE | $1,055 | $3,485-69.7% | $2,994-64.8% | $2,654-60.2% |
| Participant deferral / active EE | $2,972 | $5,306-44.0% | $4,953-40.0% | $4,375-32.1% |
| Admin fee / account holder | $226 | $429-47.3% | $11,989-98.1% | $834-72.9% |