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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,246 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,079 | $84,499+242.1% | $125,391+130.5% | $66,949+331.8% |
| Participation rate | 95.9% | 76.4%+19.5pp | 82.4%+13.5pp | 69.8%+26.1pp |
| Annual return | -18.36% | -8.49%-9.9pp | 572.41%-590.8pp | 1.57%-19.9pp |
| Employer contribution / active EE | $17,830 | $3,554+401.7% | $4,816+270.2% | $2,545+600.5% |
| Participant deferral / active EE | $9,991 | $6,785+47.3% | $7,448+34.1% | $4,239+135.7% |
| Admin fee / account holder | $108 | $685-84.2% | $10,009-98.9% | $594-81.7% |