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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,082 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,369 | $138,385-47.0% | $184,243-60.2% | $80,925-9.3% |
| Participation rate | 78.1% | 83.9%-5.8pp | 86.8%-8.7pp | 67.7%+10.5pp |
| Annual return | 17.21% | 20.02%-2.8pp | 28.82%-11.6pp | 35.65%-18.4pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,914 | $7,075+26.0% | $9,132-2.4% | $4,299+107.4% |
| Admin fee / account holder | $103 | $10,489-99.0% | $13,914-99.3% | $6,940-98.5% |