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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $34,411 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,183 |
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 | $40,967 | $46,173-11.3% | $170,436-76.0% | $69,631-41.2% |
| Participation rate | 60.1% | 63.9%-3.8pp | 83.6%-23.5pp | 70.7%-10.6pp |
| Annual return | 46.38% | 21.62%+24.8pp | 205.94%-159.6pp | 27571.02%-27524.6pp |
| Employer contribution / active EE | $1,443 | $1,610-10.3% | $5,433-73.4% | $2,032-29.0% |
| Participant deferral / active EE | $5,620 | $2,080+170.2% | $4,939+13.8% | $3,224+74.3% |
| Admin fee / account holder | $37 | $116-67.7% | $13,880-99.7% | $110-66.1% |