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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $10,947 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,013 |
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 | $29,334 | $64,909-54.8% | $82,312-64.4% | $62,293-52.9% |
| Participation rate | 71.7% | 74.9%-3.1pp | 76.9%-5.2pp | 69.5%+2.2pp |
| Annual return | 17.01% | 21.18%-4.2pp | 25.88%-8.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $547 | $1,676-67.4% | $2,428-77.5% | $2,042-73.2% |
| Participant deferral / active EE | $1,505 | $3,103-51.5% | $3,706-59.4% | $3,169-52.5% |
| Admin fee / account holder | $16 | $440-96.3% | $5,608-99.7% | $479-96.6% |