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| Provider | Service type | Compensation |
|---|---|---|
QUESTAR CAPITAL CORPORATION2+ years Service code 55 PO BOX 59177 · MINNEAPOLIS, MN 55459 | Other Commissions | $54,800 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,200 |
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 | $71,162 | $80,177-11.2% | $123,894-42.6% | $57,661+23.4% |
| Participation rate | 80.9% | 74.4%+6.4pp | 81.4%-0.5pp | 70.2%+10.7pp |
| Annual return | 9.68% | 17.90%-8.2pp | 47.52%-37.8pp | 5.13%+4.6pp |
| Employer contribution / active EE | $2,268 | $2,913-22.1% | $4,617-50.9% | $1,974+14.9% |
| Participant deferral / active EE | $7,276 | $5,130+41.8% | $5,984+21.6% | $3,061+137.7% |
| Admin fee / account holder | $13 | $106-88.0% | $8,357-99.8% | $95-86.5% |