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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 13-2638166 | Other Commissions | $17,673 |
Filed as: BOWERS & COMPANY CPA LLC Service code 10 · EIN 20-1317788 | Accounting | $7,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,290 |
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 | $83,233 | $52,967+57.1% | $172,753-51.8% | $65,186+27.7% |
| Participation rate | 84.7% | 66.2%+18.5pp | 82.6%+2.1pp | 70.2%+14.5pp |
| Annual return | 26.65% | 30.12%-3.5pp | 803.00%-776.4pp | 29.39%-2.7pp |
| Employer contribution / active EE | $4,563 | $2,190+108.3% | $5,144-11.3% | $2,177+109.6% |
| Participant deferral / active EE | $5,138 | $2,471+107.9% | $5,198-1.1% | $3,514+46.2% |
| Admin fee / account holder | $70 | $472-85.2% | $13,956-99.5% | $847-91.7% |