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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $13,132 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,061 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,268 | $79,438-63.2% | $106,551-72.5% | $79,393-63.1% |
| Participation rate | 74.8% | 74.2%+0.7pp | 76.1%-1.3pp | 70.7%+4.1pp |
| Annual return | 15.56% | 18.27%-2.7pp | 26.80%-11.2pp | 116.87%-101.3pp |
| Employer contribution / active EE | $445 | $2,235-80.1% | $2,819-84.2% | $2,428-81.7% |
| Participant deferral / active EE | $2,468 | $3,824-35.5% | $4,398-43.9% | $4,046-39.0% |
| Admin fee / account holder | $25 | $523-95.3% | $7,408-99.7% | $627-96.1% |