| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 06-1050034 | Loan Processing | $41,921 |
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 | $85,532 | $37,884+125.8% | $79,472+7.6% | $75,289+13.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 72.4%+27.6pp |
| Annual return | -3.00% | 1.06%-4.1pp | 718.32%-721.3pp | -0.04%-3.0pp |
| Employer contribution / active EE | $162 | $1,680-90.4% | $2,801-94.2% | $2,405-93.3% |
| Participant deferral / active EE | $5,746 | $2,569+123.7% | $3,704+55.1% | $3,739+53.7% |
| Admin fee / account holder | $23 | $77-70.3% | $5,104-99.6% | $102-77.8% |