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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ELLIN & TUCKER CHARTERED Service code 10 · EIN 52-0959934 | Accounting | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,935 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $271,214 | $78,423+245.8% | $95,964+182.6% | $79,856+239.6% |
| Participation rate | 99.0% | 73.5%+25.5pp | 77.1%+21.9pp | 69.6%+29.3pp |
| Annual return | 22.87% | 19.37%+3.5pp | 91.64%-68.8pp | 31.71%-8.8pp |
| Employer contribution / active EE | $4,917 | $1,945+152.8% | $2,541+93.5% | $2,471+99.0% |
| Participant deferral / active EE | $10,226 | $3,440+197.3% | $4,167+145.4% | $3,741+173.4% |
| Admin fee / account holder | $2 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |