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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $95,115 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,967 | $104,475+35.9% | $159,436-11.0% | $79,386+78.8% |
| Participation rate | 96.8% | 76.6%+20.2pp | 82.8%+14.0pp | 70.7%+26.1pp |
| Annual return | 12.45% | 67.95%-55.5pp | 263.57%-251.1pp | 116.85%-104.4pp |
| Employer contribution / active EE | $4,269 | $3,417+24.9% | $4,829-11.6% | $2,427+75.9% |
| Participant deferral / active EE | $13,127 | $6,467+103.0% | $7,352+78.5% | $4,046+224.5% |
| Admin fee / account holder | $141 | $711-80.1% | $10,799-98.7% | $626-77.4% |