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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,563 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,904 | $102,553-21.1% | $151,611-46.6% | $66,914+20.9% |
| Participation rate | 90.4% | 85.5%+4.9pp | 87.5%+2.9pp | 69.8%+20.6pp |
| Annual return | -15.12% | -10.82%-4.3pp | 3.33%-18.4pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,713 | $4,180-35.1% | $6,166-56.0% | $2,544+6.6% |
| Participant deferral / active EE | $3,389 | $6,641-49.0% | $8,363-59.5% | $4,237-20.0% |
| Admin fee / account holder | -$17 | $630-102.7% | $11,616-100.1% | $593-102.9% |