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 | $92,186+33.6% | $105,624+16.6% | $77,762+58.4% |
| Participation rate | 99.1% | 81.0%+18.0pp | 75.3%+23.8pp | 70.6%+28.5pp |
| Annual return | 16.28% | 17.83%-1.6pp | 116.20%-99.9pp | 31.27%-15.0pp |
| Employer contribution / active EE | $4 | $3,376-99.9% | $3,168-99.9% | $2,728-99.9% |
| Participant deferral / active EE | $6,565 | $5,395+21.7% | $5,013+31.0% | $4,651+41.2% |
| Admin fee / account holder | $114 | $219-47.8% | $10,961-99.0% | $433-73.6% |