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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,447 |
PENSIONMARK FINANCIAL GROUP LLC8+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $13,693 |
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 | $40,627 | $34,634+17.3% | $77,096-47.3% | $64,819-37.3% |
| Participation rate | 95.5% | 49.8%+45.7pp | 67.9%+27.6pp | 71.5%+24.1pp |
| Annual return | -18.96% | -5.31%-13.6pp | 42.35%-61.3pp | 32.84%-51.8pp |
| Employer contribution / active EE | $1,286 | $1,385-7.1% | $2,814-54.3% | $2,507-48.7% |
| Participant deferral / active EE | $5,679 | $2,553+122.4% | $4,429+28.2% | $4,311+31.7% |
| Admin fee / account holder | $72 | $178-59.5% | $5,428-98.7% | $188-61.6% |