| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 06-1050034 | Loan Processing | $50,813 |
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 | $116,480 | $52,960+119.9% | $86,681+34.4% | $80,187+45.3% |
| Participation rate | 96.5% | 62.4%+34.1pp | 71.7%+24.8pp | 72.9%+23.6pp |
| Annual return | 13.38% | 24.84%-11.5pp | 593.32%-579.9pp | 40.40%-27.0pp |
| Employer contribution / active EE | $190 | $2,138-91.1% | $3,026-93.7% | $2,980-93.6% |
| Participant deferral / active EE | $6,184 | $3,226+91.7% | $4,440+39.3% | $5,016+23.3% |
| Admin fee / account holder | $28 | $113-75.5% | $5,620-99.5% | $145-80.9% |