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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,946 |
WOODBURY FINANCIAL SERVICES3 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $15,522 |
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 | $20,081 | $52,293-61.6% | $178,503-88.8% | $73,412-72.6% |
| Participation rate | 91.4% | 65.3%+26.1pp | 81.9%+9.5pp | 72.2%+19.2pp |
| Annual return | 20.02% | 34.75%-14.7pp | 151.12%-131.1pp | 59.30%-39.3pp |
| Employer contribution / active EE | $1,212 | $1,736-30.2% | $5,011-75.8% | $2,234-45.7% |
| Participant deferral / active EE | $1,139 | $2,333-51.2% | $5,202-78.1% | $3,806-70.1% |
| Admin fee / account holder | $42 | $127-67.0% | $13,987-99.7% | $158-73.4% |