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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $167,163 |
Service code 27 · EIN 20-1131890 | Advisory (Plan) | $76,290 |
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 | $30,762 | $118,101-74.0% | $106,387-71.1% | $75,289-59.1% |
| Participation rate | 82.2% | 81.4%+0.8pp | 77.5%+4.7pp | 72.4%+9.7pp |
| Annual return | -4.79% | -2.42%-2.4pp | 0.25%-5.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $1,584 | $2,880-45.0% | $3,520-55.0% | $2,405-34.1% |
| Participant deferral / active EE | $2,626 | $4,681-43.9% | $5,421-51.6% | $3,739-29.8% |
| Admin fee / account holder | $125 | $85+48.3% | $7,510-98.3% | $102+22.5% |