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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,057 |
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 | $98,678 | $71,142+38.7% | $119,622-17.5% | $64,819+52.2% |
| Participation rate | 96.6% | 78.6%+17.9pp | 79.3%+17.3pp | 71.5%+25.1pp |
| Annual return | -18.17% | -10.01%-8.2pp | -14.98%-3.2pp | 32.84%-51.0pp |
| Employer contribution / active EE | $3,350 | $2,497+34.1% | $4,232-20.8% | $2,507+33.6% |
| Participant deferral / active EE | $10,209 | $4,490+127.4% | $5,601+82.3% | $4,311+136.8% |
| Admin fee / account holder | $119 | $162-26.9% | $10,328-98.9% | $188-36.9% |