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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,228 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,226 | $55,446+14.0% | $155,574-59.4% | $74,429-15.1% |
| Participation rate | 86.5% | 61.9%+24.6pp | 78.2%+8.3pp | 67.2%+19.3pp |
| Annual return | 15.79% | 269.20%-253.4pp | 64.87%-49.1pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $3,060 | $2,266+35.0% | $4,676-34.6% | $2,625+16.6% |
| Participant deferral / active EE | $4,318 | $2,836+52.3% | $5,629-23.3% | $4,348-0.7% |
| Admin fee / account holder | $164 | $1,743-90.6% | $15,914-99.0% | $1,944-91.6% |