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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,584 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $20,705 |
PLANTE & MORAN, PLLC4 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $13,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,465 | $56,540-53.2% | $185,851-85.8% | $86,821-69.5% |
| Participation rate | 94.3% | 65.5%+28.8pp | 81.7%+12.6pp | 72.3%+22.0pp |
| Annual return | 12.68% | 118.20%-105.5pp | 122.11%-109.4pp | 97.94%-85.3pp |
| Employer contribution / active EE | $1,506 | $1,844-18.3% | $5,168-70.9% | $2,406-37.4% |
| Participant deferral / active EE | $1,550 | $2,555-39.3% | $5,569-72.2% | $4,132-62.5% |
| Admin fee / account holder | $67 | $150-55.1% | $16,245-99.6% | $170-60.3% |