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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,350 |
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 | $107,993 | $142,386-24.2% | $152,466-29.2% | $93,030+16.1% |
| Participation rate | 95.9% | 85.6%+10.4pp | 78.2%+17.7pp | 73.9%+22.0pp |
| Annual return | 4.52% | 18.07%-13.6pp | 757.33%-752.8pp | 158.70%-154.2pp |
| Employer contribution / active EE | $1,660 | $5,485-69.7% | $4,327-61.6% | $2,706-38.7% |
| Participant deferral / active EE | $5,099 | $6,872-25.8% | $5,820-12.4% | $4,562+11.8% |
| Admin fee / account holder | $17 | $108-84.5% | $15,805-99.9% | $152-89.0% |