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| Provider | Service type | Compensation |
|---|---|---|
THE EPHRATA NATIONAL BANK3 years Service code 14 · EIN 23-0559393 | Plan Administrator | $15,068 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,194 | $64,176-48.3% | $112,263-70.4% | $66,949-50.4% |
| Participation rate | 76.7% | 68.4%+8.3pp | 75.1%+1.7pp | 69.8%+6.9pp |
| Annual return | -16.70% | -13.80%-2.9pp | 27.49%-44.2pp | 1.57%-18.3pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $3,636-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,896 | $3,694+5.5% | $4,729-17.6% | $4,239-8.1% |
| Admin fee / account holder | $128 | $626-79.6% | $6,410-98.0% | $594-78.5% |