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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 59-2937883 | Other Commissions | $17,530 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,638 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,487 | $155,795-83.6% | $136,298-81.3% | $69,631-63.4% |
| Participation rate | 78.1% | 75.2%+2.8pp | 81.9%-3.8pp | 70.7%+7.4pp |
| Annual return | 45.85% | 232464.33%-232418.5pp | 5156.27%-5110.4pp | 27571.02%-27525.2pp |
| Employer contribution / active EE | $1,746 | $2,991-41.6% | $4,696-62.8% | $2,032-14.1% |
| Participant deferral / active EE | $4,817 | $5,394-10.7% | $6,247-22.9% | $3,224+49.4% |
| Admin fee / account holder | $6 | $128-95.1% | $9,244-99.9% | $110-94.3% |