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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,015 |
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 | $94,508 | $58,320+62.1% | $86,438+9.3% | $66,938+41.2% |
| Participation rate | 87.0% | 78.6%+8.4pp | 80.3%+6.7pp | 69.8%+17.2pp |
| Annual return | -18.93% | -9.71%-9.2pp | 4397.19%-4416.1pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,906 | $2,615-27.1% | $3,769-49.4% | $2,545-25.1% |
| Participant deferral / active EE | $8,265 | $6,899+19.8% | $6,952+18.9% | $4,238+95.0% |
| Admin fee / account holder | $3 | $546-99.5% | $6,733-100.0% | $594-99.5% |