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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,205 |
ADP BROKER-DEALER9+ years Filed as: PENSION CONSULTANTS INC Service code 27 · EIN 43-1685158 | Advisory (Plan) | $24,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,036 | $91,406-46.4% | $130,062-62.3% | $74,473-34.2% |
| Participation rate | 94.1% | 77.8%+16.2pp | 78.5%+15.6pp | 70.7%+23.3pp |
| Annual return | 17.46% | 23.21%-5.7pp | -137.37%+154.8pp | 34.36%-16.9pp |
| Employer contribution / active EE | $1,285 | $2,565-49.9% | $4,322-70.3% | $2,638-51.3% |
| Participant deferral / active EE | $5,972 | $4,724+26.4% | $5,821+2.6% | $4,530+31.8% |
| Admin fee / account holder | $115 | $283-59.5% | $10,601-98.9% | $347-67.0% |