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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,680 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $13,057 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,497 | $27,800+63.7% | $58,561-22.3% | $71,511-36.4% |
| Participation rate | 71.9% | 34.6%+37.3pp | 50.9%+21.0pp | 67.9%+4.0pp |
| Annual return | 19.85% | 26.80%-7.0pp | 4251.33%-4231.5pp | 28.86%-9.0pp |
| Employer contribution / active EE | $2,576 | $632+307.8% | $1,053+144.5% | $2,589-0.5% |
| Participant deferral / active EE | $5,024 | $1,208+315.8% | $1,923+161.2% | $4,291+17.1% |
| Admin fee / account holder | $183 | $1,637-88.8% | $2,520-92.8% | $1,588-88.5% |