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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,665 |
COHNREZNICK LLP5 years Service code 10 · EIN 22-1478099 | Accounting | $23,865 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $5,604 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,867 | $81,301-54.7% | $76,119-51.6% | $199,960-81.6% |
| Participation rate | 70.2% | 70.1%+0.1pp | 69.1%+1.1pp | 72.0%-1.8pp |
| Annual return | 14.04% | 16.31%-2.3pp | 361.25%-347.2pp | 34.28%-20.2pp |
| Employer contribution / active EE | $885 | $3,352-73.6% | $2,693-67.1% | $3,036-70.9% |
| Participant deferral / active EE | $3,579 | $4,721-24.2% | $4,259-16.0% | $5,087-29.7% |
| Admin fee / account holder | $58 | $145-60.3% | $6,421-99.1% | $269-78.6% |