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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,290 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $10,577 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,844 | $68,544-28.7% | $115,752-57.8% | $69,631-29.9% |
| Participation rate | 64.8% | 74.0%-9.2pp | 77.8%-13.0pp | 70.7%-5.9pp |
| Annual return | 29.58% | 20.97%+8.6pp | 19.41%+10.2pp | 27571.02%-27541.4pp |
| Employer contribution / active EE | $1,602 | $2,400-33.3% | $3,492-54.1% | $2,032-21.2% |
| Participant deferral / active EE | $2,916 | $3,887-25.0% | $5,204-44.0% | $3,224-9.6% |
| Admin fee / account holder | $179 | $90+97.9% | $6,278-97.2% | $110+61.9% |