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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,618 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $353,793 | $65,092+443.5% | $143,799+146.0% | $66,938+428.5% |
| Participation rate | 98.3% | 65.2%+33.1pp | 80.3%+18.0pp | 69.8%+28.5pp |
| Annual return | -19.21% | -11.14%-8.1pp | -0.04%-19.2pp | 1.58%-20.8pp |
| Employer contribution / active EE | $14,925 | $2,362+532.0% | $4,952+201.4% | $2,545+486.4% |
| Participant deferral / active EE | $11,532 | $2,920+294.9% | $5,638+104.5% | $4,238+172.1% |
| Admin fee / account holder | -$139 | $502-127.7% | $14,677-100.9% | $594-123.4% |