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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $11,233 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,079 |
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 | $18,297 | $46,173-60.4% | $170,435-89.3% | $69,631-73.7% |
| Participation rate | 84.8% | 63.9%+20.9pp | 83.6%+1.2pp | 70.7%+14.1pp |
| Annual return | 16.28% | 21.62%-5.3pp | 205.94%-189.7pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $1,046 | $1,610-35.0% | $5,432-80.7% | $2,032-48.5% |
| Participant deferral / active EE | $1,446 | $2,080-30.5% | $4,939-70.7% | $3,224-55.1% |
| Admin fee / account holder | $21 | $116-81.5% | $13,881-99.8% | $110-80.6% |