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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $24,209 |
WELL AND GOOD LLC5 years Service code 27 · EIN 05-1560115 | Advisory (Plan) | $6,500 |
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 | $88,941 | $69,774+27.5% | $67,575+31.6% | $74,459+19.4% |
| Participation rate | 71.3% | 71.4%-0.1pp | 72.9%-1.6pp | 67.2%+4.1pp |
| Annual return | 14.89% | -40.53%+55.4pp | 3528.98%-3514.1pp | 1369.70%-1354.8pp |
| Employer contribution / active EE | $2,805 | $2,710+3.5% | $2,736+2.5% | $2,626+6.8% |
| Participant deferral / active EE | $3,416 | $3,636-6.0% | $4,003-14.7% | $4,350-21.5% |
| Admin fee / account holder | $43 | $890-95.2% | $3,993-98.9% | $1,945-97.8% |