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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LATITUDE SERVICE COMPANY Service code 10 · EIN 82-1371994 | Accounting | $1,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,050 | $98,760+39.8% | $149,715-7.8% | $79,858+72.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.07% | 27.43%-19.4pp | 276.66%-268.6pp | 31.72%-23.6pp |
| Employer contribution / active EE | $8,918 | $3,217+177.2% | $4,645+92.0% | $2,471+260.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11 | $6,053-99.8% | $9,310-99.9% | $5,306-99.8% |