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| Provider | Service type | Compensation |
|---|---|---|
NFPSI1 year Service code 27 · EIN 74-2794194 | Advisory (Plan) | $37,028 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,278 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,925 |
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 | $130,432 | $56,640+130.3% | $78,002+67.2% | $55,167+136.4% |
| Participation rate | 87.6% | 73.3%+14.2pp | 75.5%+12.0pp | 69.0%+18.6pp |
| Annual return | 6.46% | 2868.48%-2862.0pp | 425.99%-419.5pp | 169.23%-162.8pp |
| Employer contribution / active EE | $3,961 | $1,724+129.8% | $2,470+60.4% | $1,963+101.8% |
| Participant deferral / active EE | $6,186 | $2,778+122.7% | $3,497+76.9% | $3,054+102.5% |
| Admin fee / account holder | $70 | $467-85.0% | $5,481-98.7% | $504-86.1% |