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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,231 |
HAYS COMPANIES3 years Filed as: HAYS FINANCIAL GROUP Service code 27 · EIN 41-1931920 | Advisory (Plan) | $18,458 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,008 | $99,168-70.7% | $96,534-70.0% | $74,460-61.0% |
| Participation rate | 88.1% | 80.7%+7.4pp | 76.0%+12.1pp | 70.7%+17.4pp |
| Annual return | 20.24% | 22.40%-2.2pp | 25.88%-5.6pp | 34.38%-14.1pp |
| Employer contribution / active EE | $1,545 | $2,570-39.9% | $2,965-47.9% | $2,638-41.5% |
| Participant deferral / active EE | $4,079 | $4,936-17.4% | $4,851-15.9% | $4,530-9.9% |
| Admin fee / account holder | $108 | $225-51.9% | $8,253-98.7% | $348-68.9% |