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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $2,778 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,381 |
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 | $30,473 | $63,314-51.9% | $91,004-66.5% | $62,293-51.1% |
| Participation rate | 83.8% | 73.3%+10.4pp | 75.6%+8.2pp | 69.5%+14.3pp |
| Annual return | 23.44% | 21.00%+2.4pp | 4.60%+18.8pp | 28.90%-5.5pp |
| Employer contribution / active EE | $479 | $1,807-73.5% | $2,456-80.5% | $2,042-76.5% |
| Participant deferral / active EE | $2,168 | $2,944-26.3% | $3,548-38.9% | $3,169-31.6% |
| Admin fee / account holder | $9 | $468-98.1% | $5,417-99.8% | $479-98.2% |