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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 04-3296226 | Accounting | $11,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,251 |
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 | $149,034 | $73,102+103.9% | $123,552+20.6% | $56,287+164.8% |
| Participation rate | 91.7% | 74.3%+17.4pp | 82.3%+9.4pp | 69.9%+21.9pp |
| Annual return | -5.07% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,746 | $2,977-7.8% | $4,628-40.7% | $2,111+30.1% |
| Participant deferral / active EE | $9,691 | $5,423+78.7% | $6,426+50.8% | $3,350+189.3% |
| Admin fee / account holder | -$38 | $554-106.8% | $9,285-100.4% | $521-107.3% |