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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-1961943 | Other Commissions | $11,965 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,388 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,111 | $58,093-49.9% | $80,022-63.6% | $56,289-48.3% |
| Participation rate | 78.2% | 73.6%+4.5pp | 75.8%+2.3pp | 69.9%+8.3pp |
| Annual return | -6.86% | 34.63%-41.5pp | 11.22%-18.1pp | -9.96%+3.1pp |
| Employer contribution / active EE | $442 | $1,933-77.1% | $2,468-82.1% | $2,111-79.1% |
| Participant deferral / active EE | $2,116 | $3,136-32.5% | $3,686-42.6% | $3,350-36.8% |
| Admin fee / account holder | $9 | $623-98.5% | $6,521-99.9% | $521-98.2% |