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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,862 |
Participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,965 | $79,223-63.4% | $102,460-71.7% | $74,478-61.1% |
| Participation rate | 96.3% | 74.8%+21.6pp | 76.5%+19.8pp | 67.2%+29.1pp |
| Annual return | 18.99% | 54.98%-36.0pp | 29.47%-10.5pp | 1370.56%-1351.6pp |
| Employer contribution / active EE | $1,536 | $2,363-35.0% | $3,025-49.2% | $2,626-41.5% |
| Participant deferral / active EE | $1,840 | $4,417-58.3% | $5,056-63.6% | $4,350-57.7% |
| Admin fee / account holder | $17 | $2,003-99.2% | $9,460-99.8% | $1,946-99.1% |