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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,542 |
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 | $280,342 | $101,653+175.8% | $147,080+90.6% | $74,459+276.5% |
| Participation rate | 98.7% | 75.6%+23.2pp | 82.2%+16.5pp | 67.2%+31.5pp |
| Annual return | 12.50% | 8754.98%-8742.5pp | 420.17%-407.7pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $13,347 | $3,813+250.0% | $4,933+170.5% | $2,626+408.3% |
| Participant deferral / active EE | $11,955 | $7,304+63.7% | $8,066+48.2% | $4,350+174.9% |
| Admin fee / account holder | $134 | $1,752-92.3% | $12,989-99.0% | $1,945-93.1% |