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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 12 · EIN 11-3665754 | Participant loan processing; Recordke... | $17,695 |
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 | $111,132 | $47,977+131.6% | $154,108-27.9% | $56,289+97.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -4.38% | 3.54%-7.9pp | 735.21%-739.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $4,482 | $2,169+106.7% | $5,298-15.4% | $2,111+112.3% |
| Participant deferral / active EE | $4,631 | $2,392+93.6% | $5,081-8.9% | $3,350+38.2% |
| Admin fee / account holder | $81 | $438-81.6% | $13,411-99.4% | $521-84.5% |