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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL CORPORATION5 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,181 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,481 | $86,692+66.7% | $119,634+20.8% | $66,949+115.8% |
| Participation rate | 85.0% | 75.6%+9.4pp | 79.3%+5.7pp | 69.8%+15.2pp |
| Annual return | -12.19% | -8.00%-4.2pp | -14.98%+2.8pp | 1.57%-13.8pp |
| Employer contribution / active EE | $1,581 | $2,536-37.7% | $4,232-62.6% | $2,545-37.9% |
| Participant deferral / active EE | $5,064 | $4,360+16.2% | $5,601-9.6% | $4,239+19.5% |
| Admin fee / account holder | $135 | $755-82.1% | $10,329-98.7% | $594-77.2% |