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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,017 |
FORVIS, LLP1 year Filed as: MAZARS USA Service code 10 · EIN 13-1459550 | Accounting | $19,000 |
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 | $182,646 | $82,546+121.3% | $140,019+30.4% | $75,289+142.6% |
| Participation rate | 97.4% | 88.4%+9.1pp | 87.5%+9.9pp | 72.4%+25.0pp |
| Annual return | -4.35% | -0.36%-4.0pp | 651.19%-655.5pp | -0.04%-4.3pp |
| Employer contribution / active EE | $4,700 | $3,856+21.9% | $5,605-16.2% | $2,405+95.4% |
| Participant deferral / active EE | $15,469 | $5,731+169.9% | $6,927+123.3% | $3,739+313.8% |
| Admin fee / account holder | $32 | $86-62.3% | $10,705-99.7% | $102-68.4% |