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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $147,090 |
SHEPHERD KAPLAN LLC3+ years Service code 16 · EIN 83-0368447 | Consulting | $69,261 |
Annual investment return 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 | $21,707 | $62,267-65.1% | $110,243-80.3% | $55,725-61.0% |
| Participation rate | 96.4% | 78.1%+18.2pp | 79.8%+16.6pp | 70.9%+25.5pp |
| Annual return | -6.22% | -1.07%-5.1pp | 314.76%-321.0pp | 244.93%-251.1pp |
| Employer contribution / active EE | $2,264 | $1,941+16.6% | $3,827-40.8% | $2,078+9.0% |
| Participant deferral / active EE | $3,543 | $3,516+0.8% | $4,672-24.2% | $3,356+5.6% |
| Admin fee / account holder | $184 | $121+51.8% | $8,548-97.9% | $115+59.3% |