| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $397,469 |
Annual investment return 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 | $184,183 | $100,921+82.5% | $82,312+123.8% | $177,276+3.9% |
| Participation rate | 88.5% | 86.9%+1.5pp | 76.9%+11.6pp | 74.8%+13.7pp |
| Annual return | 15.41% | 20.33%-4.9pp | 25.88%-10.5pp | 21.25%-5.8pp |
| Employer contribution / active EE | $3,128 | $3,145-0.6% | $2,428+28.8% | $2,479+26.2% |
| Participant deferral / active EE | $5,307 | $5,192+2.2% | $3,706+43.2% | $3,881+36.8% |
| Admin fee / account holder | $27 | $64-58.5% | $5,608-99.5% | $154-82.7% |