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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $58,909 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,745 |
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 | $28,711 | $31,424-8.6% | $81,473-64.8% | $69,631-58.8% |
| Participation rate | 94.6% | 50.8%+43.8pp | 68.0%+26.7pp | 70.7%+24.0pp |
| Annual return | 22.68% | 22.44%+0.2pp | 38.78%-16.1pp | 27571.02%-27548.3pp |
| Employer contribution / active EE | $1,031 | $1,029+0.2% | $2,568-59.9% | $2,032-49.3% |
| Participant deferral / active EE | $5,356 | $1,838+191.4% | $3,537+51.4% | $3,224+66.2% |
| Admin fee / account holder | $13 | $103-87.2% | $4,561-99.7% | $110-88.1% |