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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,775 |
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 | $103,809 | $110,083-5.7% | $151,639-31.5% | $68,486+51.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 87.5%-12.5pp | 67.9%+7.1pp |
| Annual return | -22.02% | -10.12%-11.9pp | 3.34%-25.4pp | -7.85%-14.2pp |
| Employer contribution / active EE | $1,777 | $4,470-60.2% | $6,165-71.2% | $2,597-31.5% |
| Participant deferral / active EE | $5,699 | $6,526-12.7% | $8,363-31.9% | $4,028+41.5% |
| Admin fee / account holder | $25 | $7,718-99.7% | $11,613-99.8% | $5,404-99.5% |