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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $78,395 |
Filed as: PENSIONMARK FINANCIAL Service code 10 · EIN 61-1758632 | Accounting | $23,970 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $17,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,373 | $79,209-52.8% | $102,434-63.5% | $74,459-49.8% |
| Participation rate | 70.5% | 74.8%-4.3pp | 76.5%-6.0pp | 67.2%+3.3pp |
| Annual return | 13.82% | 54.98%-41.2pp | 29.46%-15.6pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $13,071 | $4,417+195.9% | $5,055+158.6% | $4,350+200.5% |
| Admin fee / account holder | $293 | $2,002-85.4% | $9,462-96.9% | $1,945-85.0% |