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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,175 |
Employer contribution per participant 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 | $60,800 | $82,879-26.6% | $96,576-37.0% | $67,986-10.6% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.4%+6.5pp | 57.2%+30.8pp |
| Annual return | 23.06% | 36.90%-13.8pp | 38.47%-15.4pp | 31.67%-8.6pp |
| Employer contribution / active EE | $0 | $2,727-100.0% | $3,553-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $12,495 | $6,976+79.1% | $7,956+57.0% | $3,358+272.1% |
| Admin fee / account holder | $129 | $2,783-95.4% | $11,381-98.9% | $3,203-96.0% |