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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $267,964 |
RELIANCE TRUST COMPANY1+ years Service code 99 · EIN 58-1428634 | Other Fees | $2,738 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,961 | $69,651-78.5% | $63,244-76.3% | $69,651-78.5% |
| Participation rate | 92.8% | 66.6%+26.2pp | 71.0%+21.7pp | 66.6%+26.2pp |
| Annual return | 1.98% | 53.77%-51.8pp | -70.31%+72.3pp | 53.77%-51.8pp |
| Employer contribution / active EE | $546 | $2,241-75.6% | $2,322-76.5% | $2,241-75.6% |
| Participant deferral / active EE | $1,275 | $3,635-64.9% | $2,953-56.8% | $3,635-64.9% |
| Admin fee / account holder | $20 | $63-68.1% | $5,893-99.7% | $63-68.1% |