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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $125,404 |
SHEPHERD KAPLAN LLC2+ years Service code 16 · EIN 83-0368447 | Consulting | $70,739 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,057 | $67,228-68.7% | $117,861-82.1% | $77,958-73.0% |
| Participation rate | 71.4% | 79.4%-8.0pp | 79.7%-8.3pp | 71.6%-0.3pp |
| Annual return | 19.81% | 19.13%+0.7pp | 335.11%-315.3pp | 20.87%-1.1pp |
| Employer contribution / active EE | $1,179 | $2,211-46.7% | $3,786-68.9% | $2,310-49.0% |
| Participant deferral / active EE | $1,771 | $3,653-51.5% | $4,482-60.5% | $3,537-49.9% |
| Admin fee / account holder | $159 | $76+110.3% | $8,021-98.0% | $97+63.7% |