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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,093 |
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 | $58,738 | $79,089-25.7% | $100,392-41.5% | $74,459-21.1% |
| Participation rate | 91.0% | 79.4%+11.6pp | 81.5%+9.5pp | 67.2%+23.8pp |
| Annual return | 17.40% | 20.61%-3.2pp | 49.45%-32.1pp | 1369.70%-1352.3pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $3,941-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $15,480 | $7,747+99.8% | $8,090+91.4% | $4,350+255.9% |
| Admin fee / account holder | -$3 | $1,336-100.2% | $7,904-100.0% | $1,945-100.2% |