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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,586 |
THE CENTURIAN GROUP1 year Service code 27 · EIN 20-8394397 | Advisory (Plan) | $45,963 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,359 | $65,223+6.3% | $80,019-13.3% | $55,725+24.5% |
| Participation rate | 96.4% | 80.6%+15.9pp | 75.8%+20.6pp | 70.9%+25.6pp |
| Annual return | -6.04% | 7.59%-13.6pp | 11.22%-17.3pp | 244.93%-251.0pp |
| Employer contribution / active EE | $4,135 | $2,544+62.5% | $2,468+67.6% | $2,078+99.0% |
| Participant deferral / active EE | $7,976 | $3,881+105.5% | $3,686+116.4% | $3,356+137.7% |
| Admin fee / account holder | $267 | $114+133.8% | $6,521-95.9% | $115+131.9% |