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| Provider | Service type | Compensation |
|---|---|---|
NWPS2 years Service code 37 · EIN 91-2090931 300 EAST JOPPA RD · TOWSON, MD 21286 | Loan Processing | $8,995 |
SIMON LEVER LLC3 years Service code 10 147 W. AIRPORT ROAD · LITITZ, PA 17543 | Accounting | $7,800 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,975 | $50,956-33.3% | $96,575-64.8% | $86,813-60.9% |
| Participation rate | 84.9% | 65.2%+19.6pp | 69.8%+15.0pp | 72.3%+12.6pp |
| Annual return | 15.07% | 21.27%-6.2pp | 37.79%-22.7pp | 97.93%-82.9pp |
| Employer contribution / active EE | $726 | $1,111-34.6% | $2,357-69.2% | $2,406-69.8% |
| Participant deferral / active EE | $1,443 | $2,954-51.1% | $3,849-62.5% | $4,131-65.1% |
| Admin fee / account holder | $41 | $166-75.4% | $6,182-99.3% | $170-75.9% |