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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $124,994 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $44,297 | $52,149-15.1% | $122,354-63.8% | $77,958-43.2% |
| Participation rate | 43.1% | 58.6%-15.4pp | 71.6%-28.5pp | 71.6%-28.5pp |
| Annual return | 18.64% | 17.75%+0.9pp | 30.28%-11.6pp | 20.87%-2.2pp |
| Employer contribution / active EE | $586 | $1,750-66.5% | $4,051-85.5% | $2,310-74.7% |
| Participant deferral / active EE | $1,984 | $2,114-6.2% | $3,287-39.6% | $3,537-43.9% |
| Admin fee / account holder | $34 | $93-63.7% | $5,479-99.4% | $97-65.3% |