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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $717 |
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 | $18,386 | $39,195-53.1% | $98,775-81.4% | $79,391-76.8% |
| Participation rate | 86.0% | 59.8%+26.2pp | 65.7%+20.2pp | 70.7%+15.2pp |
| Annual return | 10.72% | 19.95%-9.2pp | 49.92%-39.2pp | 116.88%-106.2pp |
| Employer contribution / active EE | $691 | $1,334-48.2% | $2,067-66.6% | $2,428-71.5% |
| Participant deferral / active EE | $3,432 | $2,333+47.1% | $3,035+13.1% | $4,046-15.2% |
| Admin fee / account holder | $18 | $365-95.1% | $4,076-99.6% | $627-97.2% |