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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,361 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,058 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,420 | $89,652-77.2% | $141,197-85.5% | $65,186-68.7% |
| Participation rate | 87.7% | 74.7%+13.0pp | 82.5%+5.3pp | 70.2%+17.5pp |
| Annual return | 23.89% | 32.79%-8.9pp | 71.41%-47.5pp | 29.39%-5.5pp |
| Employer contribution / active EE | $2,406 | $3,065-21.5% | $4,736-49.2% | $2,177+10.6% |
| Participant deferral / active EE | $5,201 | $5,691-8.6% | $6,710-22.5% | $3,514+48.0% |
| Admin fee / account holder | $148 | $569-74.0% | $10,265-98.6% | $847-82.6% |