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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $450 |
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 | $77,395 | $84,493-8.4% | $125,381-38.3% | $66,938+15.6% |
| Participation rate | 94.6% | 76.4%+18.2pp | 82.4%+12.3pp | 69.8%+24.8pp |
| Annual return | -18.96% | -8.49%-10.5pp | 572.31%-591.3pp | 1.58%-20.5pp |
| Employer contribution / active EE | $2,043 | $3,554-42.5% | $4,815-57.6% | $2,545-19.7% |
| Participant deferral / active EE | $8,614 | $6,783+27.0% | $7,448+15.7% | $4,238+103.2% |
| Admin fee / account holder | $1 | $685-99.8% | $10,007-100.0% | $594-99.8% |