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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $215,670 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,172 | $105,179-82.7% | $64,101-71.7% | $80,157-77.3% |
| Participation rate | 93.4% | 73.5%+19.9pp | 72.3%+21.1pp | 72.9%+20.5pp |
| Annual return | 34.63% | 20.34%+14.3pp | 33.72%+0.9pp | 40.39%-5.8pp |
| Employer contribution / active EE | $769 | $3,311-76.8% | $2,749-72.0% | $2,977-74.2% |
| Participant deferral / active EE | $2,962 | $4,020-26.3% | $3,881-23.7% | $5,015-40.9% |
| Admin fee / account holder | $88 | $113-22.1% | $3,070-97.1% | $145-39.1% |