| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $203,591 |
Filed as: MIDWEST SERIES Service code 27 · EIN 20-3354970 | Advisory (Plan) | $35,000 |
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 | $28,226 | $74,462-62.1% | $81,988-65.6% | $90,274-68.7% |
| Participation rate | 89.1% | 69.7%+19.4pp | 69.3%+19.8pp | 73.4%+15.7pp |
| Annual return | 30.28% | 17.56%+12.7pp | 41.32%-11.0pp | 53.97%-23.7pp |
| Employer contribution / active EE | $1,784 | $2,334-23.6% | $2,499-28.6% | $2,523-29.3% |
| Participant deferral / active EE | $4,526 | $3,602+25.6% | $3,723+21.6% | $4,231+7.0% |
| Admin fee / account holder | $61 | $98-38.1% | $5,666-98.9% | $114-46.9% |