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| Provider | Service type | Compensation |
|---|---|---|
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $14,005 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,225 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,391 | $85,515+139.0% | $112,040+82.4% | $67,986+200.6% |
| Participation rate | 84.5% | 68.2%+16.2pp | 76.5%+8.0pp | 57.2%+27.3pp |
| Annual return | 20.06% | 29.68%-9.6pp | 24.52%-4.5pp | 31.67%-11.6pp |
| Employer contribution / active EE | $2,746 | $2,191+25.3% | $2,954-7.0% | $2,019+36.0% |
| Participant deferral / active EE | $7,604 | $4,014+89.4% | $5,098+49.2% | $3,358+126.4% |
| Admin fee / account holder | $245 | $3,774-93.5% | $12,098-98.0% | $3,203-92.4% |