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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 38-2722519 | Other Commissions | $25,793 |
Service code 37 · EIN 04-2647786 | Loan Processing | $231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,190 | $34,634+4.5% | $77,081-53.0% | $64,814-44.2% |
| Participation rate | 27.5% | 49.8%-22.3pp | 67.9%-40.4pp | 71.5%-44.0pp |
| Annual return | -15.69% | -5.31%-10.4pp | 42.33%-58.0pp | 32.84%-48.5pp |
| Employer contribution / active EE | $559 | $1,385-59.7% | $2,813-80.1% | $2,507-77.7% |
| Participant deferral / active EE | $723 | $2,553-71.7% | $4,428-83.7% | $4,310-83.2% |
| Admin fee / account holder | $1 | $178-99.5% | $5,427-100.0% | $188-99.6% |