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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,225 |
WOODBURY FINANCIAL SERVICES2+ years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 61 · EIN 41-0944586 500 BIELENBERG DR · WOODBURY, MN 55125 | Finders' fees / placement fees | $0 |
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 | $44,393 | $42,582+4.3% | $171,082-74.1% | $57,658-23.0% |
| Participation rate | 72.3% | 63.9%+8.4pp | 76.7%-4.3pp | 70.2%+2.1pp |
| Annual return | 9.44% | 308.67%-299.2pp | 32.56%-23.1pp | 5.13%+4.3pp |
| Employer contribution / active EE | $757 | $1,306-42.0% | $4,002-81.1% | $1,974-61.6% |
| Participant deferral / active EE | $4,599 | $2,933+56.8% | $4,797-4.1% | $3,061+50.3% |
| Admin fee / account holder | $10 | $82-88.3% | $8,520-99.9% | $95-89.8% |