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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 1809 24TH STREET · GREAT BEND, KS 67530 | Float revenue; Participant loan proce... | $9,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $55,587 | $57,976-4.1% | $63,018-11.8% | $62,293-10.8% |
| Participation rate | 53.7% | 75.9%-22.2pp | 74.8%-21.1pp | 69.5%-15.8pp |
| Annual return | 18.38% | 17.54%+0.8pp | 87.62%-69.2pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,095 | $2,415-54.6% | $2,761-60.3% | $2,042-46.4% |
| Participant deferral / active EE | $2,406 | $2,956-18.6% | $3,330-27.7% | $3,169-24.1% |
| Admin fee / account holder | $2 | $276-99.4% | $3,601-100.0% | $479-99.7% |