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| Provider | Service type | Compensation |
|---|---|---|
FIRST NATIONAL CORPORATION6 years Service code 27 · EIN 04-2541452 | Advisory (Plan) | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,090 |
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 | $165,653 | $83,045+99.5% | $130,045+27.4% | $71,511+131.6% |
| Participation rate | 92.7% | 74.1%+18.6pp | 78.5%+14.2pp | 67.9%+24.8pp |
| Annual return | 13.92% | 20.61%-6.7pp | -137.30%+151.2pp | 28.86%-14.9pp |
| Employer contribution / active EE | $1,700 | $2,623-35.2% | $4,321-60.7% | $2,589-34.3% |
| Participant deferral / active EE | $5,358 | $4,436+20.8% | $5,820-7.9% | $4,291+24.9% |
| Admin fee / account holder | $141 | $1,727-91.8% | $10,600-98.7% | $1,588-91.1% |