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| Provider | Service type | Compensation |
|---|---|---|
THE EPHRATA NATIONAL BANK4 years Service code 14 · EIN 23-0559393 | Plan Administrator | $20,900 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,910 | $76,696-54.5% | $96,538-63.8% | $71,529-51.2% |
| Participation rate | 77.0% | 66.6%+10.4pp | 74.3%+2.6pp | 67.9%+9.0pp |
| Annual return | 28.81% | 48.32%-19.5pp | 35.74%-6.9pp | 28.97%-0.2pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $3,740-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $3,675 | $3,770-2.5% | $4,880-24.7% | $4,291-14.4% |
| Admin fee / account holder | $143 | $2,030-92.9% | $6,737-97.9% | $1,588-91.0% |