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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
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 | $59,796 | $78,428-23.8% | $95,960-37.7% | $79,852-25.1% |
| Participation rate | 86.3% | 73.5%+12.8pp | 77.1%+9.2pp | 69.6%+16.7pp |
| Annual return | 14.01% | 19.37%-5.4pp | 91.63%-77.6pp | 31.72%-17.7pp |
| Employer contribution / active EE | $394 | $1,945-79.7% | $2,541-84.5% | $2,471-84.1% |
| Participant deferral / active EE | $3,751 | $3,440+9.1% | $4,167-10.0% | $3,740+0.3% |
| Admin fee / account holder | $23 | $5,622-99.6% | $6,797-99.7% | $5,306-99.6% |