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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,748 |
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 | $40,021 | $46,332-13.6% | $143,797-72.2% | $64,824-38.3% |
| Participation rate | 88.7% | 64.2%+24.5pp | 80.3%+8.4pp | 71.5%+17.2pp |
| Annual return | -18.99% | -10.05%-8.9pp | -0.04%-19.0pp | 32.84%-51.8pp |
| Employer contribution / active EE | $1,397 | $1,911-26.9% | $4,952-71.8% | $2,507-44.3% |
| Participant deferral / active EE | $5,698 | $2,647+115.2% | $5,638+1.0% | $4,311+32.2% |
| Admin fee / account holder | $25 | $154-83.8% | $14,679-99.8% | $188-86.7% |