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| Provider | Service type | Compensation |
|---|---|---|
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $33,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,344 |
Form 5500 reported that benefits due were not provided when due.
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 | $203,940 | $82,093+148.4% | $379,746-46.3% | $73,412+177.8% |
| Participation rate | 96.7% | 76.8%+19.9pp | 78.4%+18.2pp | 72.2%+24.5pp |
| Annual return | 17.67% | 18.89%-1.2pp | 34.90%-17.2pp | 59.30%-41.6pp |
| Employer contribution / active EE | $2,943 | $2,847+3.4% | $3,540-16.9% | $2,234+31.7% |
| Participant deferral / active EE | $10,369 | $4,697+120.7% | $6,024+72.1% | $3,806+172.5% |
| Admin fee / account holder | $37 | $128-71.4% | $7,927-99.5% | $158-76.9% |