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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,510 |
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 | $45,737 | $102,422-55.3% | $147,117-68.9% | $80,959-43.5% |
| Participation rate | 74.6% | 75.9%-1.3pp | 82.2%-7.6pp | 67.7%+6.9pp |
| Annual return | 17.16% | 135.16%-118.0pp | 420.54%-403.4pp | 35.67%-18.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $13,165 | $6,652+97.9% | $8,065+63.2% | $4,300+206.1% |
| Admin fee / account holder | -$12 | $7,953-100.2% | $12,993-100.1% | $6,925-100.2% |