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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $8,000 |
Filed as: NEW CENTURY INVESTMENT MGMT, LLC Service code 16 · EIN 20-1232890 | Consulting | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,696 |
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 | $109,869 | $52,967+107.4% | $172,753-36.4% | $65,186+68.5% |
| Participation rate | 97.4% | 66.2%+31.3pp | 82.6%+14.8pp | 70.2%+27.2pp |
| Annual return | 24.76% | 30.12%-5.4pp | 803.00%-778.2pp | 29.39%-4.6pp |
| Employer contribution / active EE | $4,082 | $2,190+86.4% | $5,144-20.7% | $2,177+87.5% |
| Participant deferral / active EE | $6,157 | $2,471+149.2% | $5,198+18.5% | $3,514+75.2% |
| Admin fee / account holder | $103 | $472-78.1% | $13,956-99.3% | $847-87.8% |