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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 86-0588303 | Other Commissions | $58,030 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,344 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,539 | $81,494+68.8% | $133,978+2.7% | $73,497+87.1% |
| Participation rate | 76.8% | 76.4%+0.5pp | 79.8%-3.0pp | 70.7%+6.2pp |
| Annual return | 11.65% | 19.40%-7.8pp | 45.10%-33.4pp | 28.51%-16.9pp |
| Employer contribution / active EE | $2,611 | $2,210+18.2% | $3,919-33.4% | $2,270+15.0% |
| Participant deferral / active EE | $5,925 | $3,787+56.5% | $5,047+17.4% | $3,740+58.4% |
| Admin fee / account holder | $12 | $713-98.3% | $8,930-99.9% | $513-97.6% |