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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 41-0417830 | Contract Administrator | $4,554 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,542 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,666 | $80,177-81.7% | $123,894-88.2% | $57,658-74.6% |
| Participation rate | 83.8% | 74.4%+9.4pp | 81.4%+2.4pp | 70.2%+13.6pp |
| Annual return | 20.42% | 17.90%+2.5pp | 47.52%-27.1pp | 5.13%+15.3pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $4,366 | $5,130-14.9% | $5,984-27.0% | $3,061+42.7% |
| Admin fee / account holder | $12 | $106-88.5% | $8,357-99.9% | $95-87.1% |