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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $12,891 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,931 |
Employer 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 | $29,515 | $59,191-50.1% | $76,767-61.6% | $56,289-47.6% |
| Participation rate | 71.2% | 75.2%-4.0pp | 77.0%-5.8pp | 69.9%+1.3pp |
| Annual return | -5.95% | 6.62%-12.6pp | 2.43%-8.4pp | -9.96%+4.0pp |
| Employer contribution / active EE | $404 | $1,759-77.0% | $2,485-83.7% | $2,111-80.8% |
| Participant deferral / active EE | $1,556 | $3,255-52.2% | $3,852-59.6% | $3,350-53.5% |
| Admin fee / account holder | $22 | $489-95.6% | $6,675-99.7% | $521-95.9% |