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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 35-2552359 | Other Commissions | $27,445 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,756 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $96,042 | $79,519+20.8% | $95,964+0.1% | $73,412+30.8% |
| Participation rate | 43.9% | 81.2%-37.3pp | 77.1%-33.2pp | 72.2%-28.3pp |
| Annual return | 15.62% | 19.20%-3.6pp | 91.64%-76.0pp | 59.30%-43.7pp |
| Employer contribution / active EE | $0 | $2,048-100.0% | $2,541-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,121 | $4,138-24.6% | $4,167-25.1% | $3,806-18.0% |
| Admin fee / account holder | $10 | $184-94.4% | $6,797-99.8% | $158-93.5% |