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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $39,613 |
JGD & ASSOCIATES LLP3 years Filed as: JGD & ASSOCIATES Service code 10 · EIN 95-3132551 | Accounting | $12,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,932 | $53,165-60.6% | $86,216-75.7% | $74,460-71.9% |
| Participation rate | 99.2% | 64.9%+34.4pp | 69.0%+30.3pp | 70.7%+28.5pp |
| Annual return | 24.30% | 22.64%+1.7pp | 1169.42%-1145.1pp | 34.38%-10.1pp |
| Employer contribution / active EE | $2,499 | $1,210+106.6% | $2,382+4.9% | $2,638-5.3% |
| Participant deferral / active EE | $5,426 | $3,234+67.8% | $3,986+36.1% | $4,530+19.8% |
| Admin fee / account holder | $170 | $551-69.2% | $6,853-97.5% | $348-51.1% |