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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 13-2638166 | Other Commissions | $26,222 |
Service code 37 · EIN 04-2647786 | Loan Processing | $250 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,108 | $65,034+89.3% | $90,970+35.3% | $79,856+54.2% |
| Participation rate | 83.3% | 61.6%+21.7pp | 69.0%+14.3pp | 69.6%+13.7pp |
| Annual return | 19.15% | 30.45%-11.3pp | 134.60%-115.4pp | 31.71%-12.6pp |
| Employer contribution / active EE | $1,665 | $1,247+33.5% | $2,122-21.5% | $2,471-32.6% |
| Participant deferral / active EE | $3,247 | $2,512+29.2% | $3,373-3.7% | $3,741-13.2% |
| Admin fee / account holder | $2 | $4,536-99.9% | $5,961-100.0% | $5,306-100.0% |