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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,482 |
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 | $104,199 | $65,223+59.8% | $80,022+30.2% | $55,727+87.0% |
| Participation rate | 89.4% | 80.6%+8.8pp | 75.8%+13.5pp | 70.9%+18.5pp |
| Annual return | -6.23% | 7.59%-13.8pp | 11.22%-17.5pp | 244.94%-251.2pp |
| Employer contribution / active EE | $7,563 | $2,544+197.3% | $2,468+206.4% | $2,078+263.9% |
| Participant deferral / active EE | $10,488 | $3,881+170.3% | $3,686+184.5% | $3,356+212.5% |
| Admin fee / account holder | -$2 | $114-102.0% | $6,521-100.0% | $115-102.0% |