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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,988 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $12,780 |
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 | $38,124 | $44,473-14.3% | $76,518-50.2% | $55,725-31.6% |
| Participation rate | 88.0% | 51.0%+37.0pp | 68.0%+20.0pp | 70.9%+17.2pp |
| Annual return | -2.07% | -2.01%-0.1pp | -0.27%-1.8pp | 244.93%-247.0pp |
| Employer contribution / active EE | $628 | $1,101-43.0% | $2,647-76.3% | $2,078-69.8% |
| Participant deferral / active EE | $3,652 | $1,988+83.7% | $3,836-4.8% | $3,356+8.8% |
| Admin fee / account holder | $31 | $134-77.0% | $4,849-99.4% | $115-73.3% |