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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,939 |
WOODBURY FINANCIAL SERVICES5 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $15,929 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,627 | $84,487+86.6% | $125,339+25.8% | $66,914+135.6% |
| Participation rate | 81.1% | 76.4%+4.7pp | 82.4%-1.3pp | 69.8%+11.3pp |
| Annual return | -18.50% | -8.39%-10.1pp | 572.05%-590.6pp | 1.58%-20.1pp |
| Employer contribution / active EE | $3,060 | $3,553-13.9% | $4,814-36.4% | $2,544+20.3% |
| Participant deferral / active EE | $6,941 | $6,781+2.4% | $7,446-6.8% | $4,237+63.8% |
| Admin fee / account holder | $185 | $685-73.0% | $10,010-98.2% | $593-68.8% |