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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $7,497 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,413 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,232 | $60,165-56.4% | $74,184-64.6% | $55,167-52.4% |
| Participation rate | 65.1% | 74.2%-9.0pp | 76.6%-11.5pp | 69.0%-3.9pp |
| Annual return | 7.92% | 10.00%-2.1pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $497 | $1,600-68.9% | $2,370-79.0% | $1,963-74.7% |
| Participant deferral / active EE | $1,363 | $2,973-54.1% | $3,550-61.6% | $3,054-55.4% |
| Admin fee / account holder | $57 | $419-86.5% | $5,586-99.0% | $504-88.8% |