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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,897 |
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 | $42,618 | $47,766-10.8% | $82,744-48.5% | $64,819-34.3% |
| Participation rate | 73.8% | 67.7%+6.1pp | 72.6%+1.2pp | 71.5%+2.3pp |
| Annual return | -17.73% | -13.06%-4.7pp | 702.22%-719.9pp | 32.84%-50.6pp |
| Employer contribution / active EE | $731 | $2,182-66.5% | $3,008-75.7% | $2,507-70.8% |
| Participant deferral / active EE | $2,140 | $3,332-35.8% | $4,395-51.3% | $4,311-50.3% |
| Admin fee / account holder | $50 | $143-65.1% | $5,325-99.1% | $188-73.5% |