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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,617 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $13,053 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,669 | $37,463-39.5% | $77,096-70.6% | $66,938-66.1% |
| Participation rate | 93.3% | 52.9%+40.4pp | 67.9%+25.4pp | 69.8%+23.5pp |
| Annual return | -17.59% | -3.25%-14.3pp | 42.35%-59.9pp | 1.58%-19.2pp |
| Employer contribution / active EE | $868 | $1,535-43.5% | $2,814-69.2% | $2,545-65.9% |
| Participant deferral / active EE | $6,045 | $2,621+130.6% | $4,429+36.5% | $4,238+42.6% |
| Admin fee / account holder | $230 | $568-59.5% | $5,428-95.8% | $594-61.3% |