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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,040 |
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 | $53,699 | $101,591-47.1% | $147,096-63.5% | $74,429-27.9% |
| Participation rate | 90.9% | 75.5%+15.4pp | 82.2%+8.7pp | 67.2%+23.7pp |
| Annual return | 20.94% | 8746.45%-8725.5pp | 419.75%-398.8pp | 1368.38%-1347.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $11,112 | $7,302+52.2% | $8,071+37.7% | $4,348+155.5% |
| Admin fee / account holder | $128 | $1,750-92.7% | $13,005-99.0% | $1,944-93.4% |