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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $87,558 |
Service code 27 · EIN 95-2506099 | Advisory (Plan) | $80,000 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $14,365 |
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 | $102,155 | $88,730+15.1% | $82,312+24.1% | $77,958+31.0% |
| Participation rate | 97.8% | 84.5%+13.3pp | 76.9%+20.9pp | 71.6%+26.2pp |
| Annual return | 20.18% | 20.88%-0.7pp | 25.88%-5.7pp | 20.87%-0.7pp |
| Employer contribution / active EE | $4,569 | $2,758+65.6% | $2,428+88.1% | $2,310+97.7% |
| Participant deferral / active EE | $9,644 | $4,634+108.1% | $3,706+160.2% | $3,537+172.7% |
| Admin fee / account holder | $88 | $74+19.5% | $5,608-98.4% | $97-9.2% |