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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,971 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,803 | $159,934-50.1% | $147,005-45.7% | $145,959-45.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.84% | 98.24%-84.4pp | 418.76%-404.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $67,656 | $5,287+1179.6% | $4,934+1271.1% | $4,661+1351.6% |
| Participant deferral / active EE | $157,640 | $8,427+1770.6% | $8,070+1853.5% | $6,689+2256.9% |
| Admin fee / account holder | $130 | $15,053-99.1% | $13,006-99.0% | $13,398-99.0% |