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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $978 |
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 | $40,470 | $69,511-41.8% | $94,664-57.2% | $71,511-43.4% |
| Participation rate | 91.3% | 78.4%+12.8pp | 80.8%+10.4pp | 67.9%+23.3pp |
| Annual return | 0.00% | 29.67%-29.7pp | 156.84%-156.8pp | 28.86%-28.9pp |
| Employer contribution / active EE | $0 | $2,853-100.0% | $3,673-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $4,966 | $7,348-32.4% | $7,417-33.1% | $4,291+15.7% |
| Admin fee / account holder | $4 | $1,211-99.7% | $7,222-99.9% | $1,588-99.7% |