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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,442 |
Annual investment return 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 | $54,737 | $71,142-23.1% | $119,609-54.2% | $64,808-15.5% |
| Participation rate | 93.2% | 78.6%+14.6pp | 79.3%+14.0pp | 71.5%+21.8pp |
| Annual return | -18.32% | -10.01%-8.3pp | -14.97%-3.4pp | 32.82%-51.1pp |
| Employer contribution / active EE | $2,139 | $2,497-14.3% | $4,232-49.4% | $2,506-14.6% |
| Participant deferral / active EE | $6,663 | $4,490+48.4% | $5,602+18.9% | $4,310+54.6% |
| Admin fee / account holder | $23 | $162-85.7% | $10,323-99.8% | $188-87.7% |