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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,749 |
Employer contribution per participant 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 | $30,860 | $42,901-28.1% | $91,225-66.2% | $64,814-52.4% |
| Participation rate | 89.3% | 68.1%+21.1pp | 73.2%+16.1pp | 71.5%+17.8pp |
| Annual return | -13.65% | -13.53%-0.1pp | 114.10%-127.7pp | 32.84%-46.5pp |
| Employer contribution / active EE | $88 | $1,571-94.4% | $2,851-96.9% | $2,507-96.5% |
| Participant deferral / active EE | $8,423 | $3,501+140.6% | $4,234+98.9% | $4,310+95.4% |
| Admin fee / account holder | $19 | $131-85.3% | $5,422-99.6% | $188-89.7% |