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| Provider | Service type | Compensation |
|---|---|---|
SUMMIT FINANCIAL CORPORATION1+ years Service code 16 · EIN 04-3222046 | Consulting | $172,265 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$270,106 |
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 | $56,458 | $74,498-24.2% | $94,229-40.1% | $59,188-4.6% |
| Participation rate | 91.4% | 76.8%+14.6pp | 78.8%+12.6pp | 69.4%+22.0pp |
| Annual return | 0.62% | 2.76%-2.1pp | 10.68%-10.1pp | 5.51%-4.9pp |
| Employer contribution / active EE | $848 | $2,077-59.2% | $3,587-76.4% | $2,098-59.6% |
| Participant deferral / active EE | $4,892 | $3,433+42.5% | $4,320+13.2% | $3,265+49.8% |
| Admin fee / account holder | $1 | $103-98.8% | $6,269-100.0% | $92-98.7% |