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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 93-0987232 | Other Commissions | $60,547 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,479 |
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 | $235,794 | $136,307+73.0% | $177,840+32.6% | $73,493+220.8% |
| Participation rate | 95.3% | 86.1%+9.2pp | 87.7%+7.6pp | 70.7%+24.6pp |
| Annual return | 18.15% | 18.68%-0.5pp | 48.32%-30.2pp | 28.51%-10.4pp |
| Employer contribution / active EE | $2,813 | $3,712-24.2% | $5,919-52.5% | $2,270+23.9% |
| Participant deferral / active EE | $14,388 | $5,829+146.8% | $7,714+86.5% | $3,740+284.7% |
| Admin fee / account holder | -$126 | $596-121.1% | $12,431-101.0% | $513-124.5% |