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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,993 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,095 | $86,655-75.7% | $119,609-82.4% | $66,914-68.5% |
| Participation rate | 82.9% | 75.6%+7.3pp | 79.3%+3.6pp | 69.8%+13.1pp |
| Annual return | -16.27% | -8.00%-8.3pp | -14.97%-1.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $671 | $2,536-73.5% | $4,232-84.1% | $2,544-73.6% |
| Participant deferral / active EE | $2,394 | $4,358-45.1% | $5,602-57.3% | $4,237-43.5% |
| Admin fee / account holder | $41 | $755-94.6% | $10,323-99.6% | $593-93.1% |