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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,273 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $21,614 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,262 | $63,321-55.4% | $68,808-58.9% | $77,906-63.7% |
| Participation rate | 89.4% | 71.1%+18.3pp | 69.0%+20.4pp | 73.7%+15.7pp |
| Annual return | -15.14% | -6.50%-8.6pp | -6.37%-8.8pp | 12.16%-27.3pp |
| Employer contribution / active EE | $1,061 | $2,794-62.0% | $2,656-60.0% | $2,846-62.7% |
| Participant deferral / active EE | $4,136 | $4,029+2.6% | $3,942+4.9% | $4,805-13.9% |
| Admin fee / account holder | $65 | $104-37.9% | $4,936-98.7% | $133-51.2% |