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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 1250 S CAPITAL OF TEXAS HWY · WEST LAKE HILLS, TX 78746 | Other Commissions | $36,124 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,400 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,885 | $54,392-65.3% | $84,753-77.7% | $63,975-70.5% |
| Participation rate | 74.7% | 76.9%-2.2pp | 76.6%-1.9pp | 71.1%+3.6pp |
| Annual return | 44.73% | 611.38%-566.6pp | 22.78%+21.9pp | 48.65%-3.9pp |
| Employer contribution / active EE | $2,312 | $2,943-21.4% | $3,574-35.3% | $2,182+6.0% |
| Participant deferral / active EE | $2,735 | $2,593+5.5% | $3,712-26.3% | $3,356-18.5% |
| Admin fee / account holder | $14 | $136-89.3% | $5,333-99.7% | $70-79.4% |