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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,043 |
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 | $20,791 | $95,369-78.2% | $135,942-84.7% | $74,440-72.1% |
| Participation rate | 94.4% | 78.2%+16.1pp | 81.9%+12.4pp | 70.7%+23.6pp |
| Annual return | 59.22% | 32.72%+26.5pp | 68.28%-9.1pp | 34.37%+24.8pp |
| Employer contribution / active EE | $3,102 | $3,878-20.0% | $4,858-36.1% | $2,638+17.6% |
| Participant deferral / active EE | $4,854 | $7,788-37.7% | $7,759-37.4% | $4,529+7.2% |
| Admin fee / account holder | $93 | $266-65.0% | $10,764-99.1% | $348-73.2% |