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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 | $102,429-55.3% | $147,096-68.9% | $80,925-43.5% |
| Participation rate | 74.6% | 75.9%-1.3pp | 82.2%-7.6pp | 67.7%+6.9pp |
| Annual return | 17.16% | 135.02%-117.9pp | 419.75%-402.6pp | 35.65%-18.5pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $13,165 | $6,649+98.0% | $8,071+63.1% | $4,299+206.3% |
| Admin fee / account holder | -$12 | $7,957-100.2% | $13,005-100.1% | $6,940-100.2% |