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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,558 |
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 | $86,977 | $106,749-18.5% | $145,433-40.2% | $82,448+5.5% |
| Participation rate | 96.4% | 75.6%+20.7pp | 82.1%+14.2pp | 68.1%+28.3pp |
| Annual return | 18.66% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $106 | $3,444-96.9% | $4,554-97.7% | $2,551-95.9% |
| Participant deferral / active EE | $24,314 | $6,519+273.0% | $7,897+207.9% | $4,139+487.4% |
| Admin fee / account holder | $109 | $8,390-98.7% | $13,129-99.2% | $7,234-98.5% |