| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 06-1050034 | Loan Processing | $47,903 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $97,676 | $44,794+118.1% | $90,336+8.1% | $77,775+25.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 73.3%+26.7pp | 73.2%+26.8pp |
| Annual return | 17.33% | 28.23%-10.9pp | 78.15%-60.8pp | 32.58%-15.2pp |
| Employer contribution / active EE | $164 | $1,809-90.9% | $2,856-94.3% | $2,504-93.5% |
| Participant deferral / active EE | $5,713 | $2,642+116.2% | $3,886+47.0% | $3,966+44.1% |
| Admin fee / account holder | $25 | $94-73.1% | $5,357-99.5% | $100-74.7% |