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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 86-0588303 | Other Commissions | $55,929 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,829 |
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 | $171,457 | $93,182+84.0% | $146,685+16.9% | $79,393+116.0% |
| Participation rate | 71.4% | 76.4%-5.0pp | 80.1%-8.6pp | 70.7%+0.7pp |
| Annual return | 11.36% | 21.61%-10.3pp | 22.75%-11.4pp | 116.87%-105.5pp |
| Employer contribution / active EE | $2,905 | $2,420+20.1% | $4,137-29.8% | $2,428+19.7% |
| Participant deferral / active EE | $6,574 | $4,169+57.7% | $5,507+19.4% | $4,046+62.5% |
| Admin fee / account holder | $10 | $585-98.2% | $10,281-99.9% | $627-98.3% |