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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,609 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $9,289 |
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 | $20,050 | $43,133-53.5% | $89,414-77.6% | $73,493-72.7% |
| Participation rate | 92.3% | 55.0%+37.4pp | 68.0%+24.4pp | 70.7%+21.7pp |
| Annual return | 14.61% | 135.66%-121.1pp | 245.50%-230.9pp | 28.51%-13.9pp |
| Employer contribution / active EE | $494 | $1,438-65.6% | $2,586-80.9% | $2,270-78.2% |
| Participant deferral / active EE | $4,833 | $2,445+97.7% | $3,890+24.3% | $3,740+29.2% |
| Admin fee / account holder | $181 | $444-59.2% | $4,883-96.3% | $513-64.8% |