| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 06-1050034 | Loan Processing | $40,966 |
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 | $112,201 | $47,634+135.6% | $90,468+24.0% | $90,274+24.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.7%+27.3pp | 73.4%+26.6pp |
| Annual return | 14.35% | 19.61%-5.3pp | 1294.94%-1280.6pp | 53.97%-39.6pp |
| Employer contribution / active EE | $180 | $1,749-89.7% | $3,264-94.5% | $2,523-92.9% |
| Participant deferral / active EE | $5,914 | $2,824+109.4% | $3,964+49.2% | $4,231+39.8% |
| Admin fee / account holder | $22 | $106-79.2% | $5,614-99.6% | $114-80.7% |