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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $27,198 |
WOODBURY FINANCIAL SERVICES5 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 · EIN 41-0944586 | Other Commissions | $21,223 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,312 | $46,332-54.0% | $143,797-85.2% | $64,824-67.1% |
| Participation rate | 83.9% | 64.2%+19.7pp | 80.3%+3.6pp | 71.5%+12.4pp |
| Annual return | -16.07% | -10.05%-6.0pp | -0.04%-16.0pp | 32.84%-48.9pp |
| Employer contribution / active EE | $1,413 | $1,911-26.0% | $4,952-71.5% | $2,507-43.6% |
| Participant deferral / active EE | $1,518 | $2,647-42.7% | $5,638-73.1% | $4,311-64.8% |
| Admin fee / account holder | $45 | $154-70.8% | $14,679-99.7% | $188-76.1% |