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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,612 |
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 | $140,783 | $65,453+115.1% | $86,698+62.4% | $66,938+110.3% |
| Participation rate | 73.6% | 75.5%-1.9pp | 76.6%-3.0pp | 69.8%+3.8pp |
| Annual return | -18.27% | -10.89%-7.4pp | 35.95%-54.2pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,712 | $2,154-20.5% | $2,837-39.6% | $2,545-32.7% |
| Participant deferral / active EE | $3,530 | $4,102-13.9% | $4,656-24.2% | $4,238-16.7% |
| Admin fee / account holder | $24 | $642-96.3% | $7,493-99.7% | $594-96.0% |