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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,937 |
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 | $27,205 | $106,110-74.4% | $147,005-81.5% | $77,671-65.0% |
| Participation rate | 94.2% | 78.4%+15.8pp | 82.2%+12.0pp | 70.6%+23.6pp |
| Annual return | 21.03% | 56.77%-35.7pp | 418.76%-397.7pp | 31.21%-10.2pp |
| Employer contribution / active EE | $2,169 | $4,065-46.6% | $4,934-56.0% | $2,726-20.4% |
| Participant deferral / active EE | $6,152 | $7,992-23.0% | $8,070-23.8% | $4,648+32.4% |
| Admin fee / account holder | $119 | $338-64.8% | $13,006-99.1% | $430-72.4% |