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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,604 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,036 | $72,303-69.5% | $86,698-74.6% | $64,819-66.0% |
| Participation rate | 84.9% | 80.4%+4.5pp | 76.6%+8.3pp | 71.5%+13.4pp |
| Annual return | -13.26% | 392.77%-406.0pp | 35.95%-49.2pp | 32.84%-46.1pp |
| Employer contribution / active EE | $1,063 | $2,393-55.6% | $2,837-62.5% | $2,507-57.6% |
| Participant deferral / active EE | $3,370 | $4,660-27.7% | $4,656-27.6% | $4,311-21.8% |
| Admin fee / account holder | $26 | $174-85.2% | $7,493-99.7% | $188-86.3% |