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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,286 |
CETERA ADVISOR NETWORKS LLC5 years Service code 27 · EIN 95-3845382 | Advisory (Plan) | $19,623 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,062 | $37,463-38.4% | $77,096-70.1% | $66,938-65.5% |
| Participation rate | 90.2% | 52.9%+37.3pp | 67.9%+22.3pp | 69.8%+20.4pp |
| Annual return | -16.88% | -3.25%-13.6pp | 42.35%-59.2pp | 1.58%-18.5pp |
| Employer contribution / active EE | $740 | $1,535-51.8% | $2,814-73.7% | $2,545-70.9% |
| Participant deferral / active EE | $5,223 | $2,621+99.3% | $4,429+17.9% | $4,238+23.2% |
| Admin fee / account holder | $215 | $568-62.1% | $5,428-96.0% | $594-63.7% |