Filed January 3, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $106,408 |
INSERO & CO. CPAS, LLP2 years Service code 10 · EIN 47-5324570 | Accounting | $26,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,198 | $92,121+33.7% | $105,591+16.7% | $77,692+58.6% |
| Participation rate | 99.1% | 81.0%+18.0pp | 75.3%+23.8pp | 70.6%+28.5pp |
| Annual return | 16.28% | 17.84%-1.6pp | 116.43%-100.1pp | 31.25%-15.0pp |
| Employer contribution / active EE | $4 | $3,370-99.9% | $3,166-99.9% | $2,726-99.9% |
| Participant deferral / active EE | $6,565 | $5,388+21.8% | $5,008+31.1% | $4,648+41.2% |
| Admin fee / account holder | $114 | $219-47.8% | $11,024-99.0% | $431-73.4% |