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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 | $159,978-50.1% | $147,041-45.7% | $145,978-45.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.84% | 98.36%-84.5pp | 419.21%-405.4pp | 550.52%-536.7pp |
| Employer contribution / active EE | $67,656 | $5,288+1179.4% | $4,935+1270.9% | $4,662+1351.3% |
| Participant deferral / active EE | $157,640 | $8,429+1770.3% | $8,071+1853.2% | $6,690+2256.5% |
| Admin fee / account holder | $130 | $15,053-99.1% | $13,006-99.0% | $13,400-99.0% |