| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 06-1050034 | Loan Processing | $50,375 |
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 | $122,940 | $52,626+133.6% | $98,508+24.8% | $93,010+32.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.3%+26.7pp | 73.9%+26.1pp |
| Annual return | 12.11% | 16.95%-4.8pp | 1495.22%-1483.1pp | 158.70%-146.6pp |
| Employer contribution / active EE | $164 | $1,894-91.3% | $2,961-94.4% | $2,705-93.9% |
| Participant deferral / active EE | $6,026 | $2,907+107.3% | $4,276+40.9% | $4,561+32.1% |
| Admin fee / account holder | $27 | $102-73.5% | $5,956-99.5% | $152-82.1% |