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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $122,539 |
SHEPHERD KAPLAN LLC4+ years Service code 16 · EIN 83-0368447 | Consulting | $65,000 |
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 | $28,001 | $69,159-59.5% | $125,192-77.6% | $67,579-58.6% |
| Participation rate | 96.5% | 78.2%+18.3pp | 79.8%+16.7pp | 71.3%+25.2pp |
| Annual return | 20.74% | 27.12%-6.4pp | 43.79%-23.1pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,294 | $2,023-36.0% | $3,866-66.5% | $2,148-39.7% |
| Participant deferral / active EE | $3,529 | $3,700-4.6% | $4,937-28.5% | $3,539-0.3% |
| Admin fee / account holder | $172 | $142+21.6% | $9,704-98.2% | $142+21.1% |