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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $139,805 |
CHUGH CPAS, LLP6 years Service code 10 · EIN 47-2202224 | Accounting | $55,826 |
Filed as: ROCATION INVESTMENT ADVISORS LLC Service code 27 · EIN 04-3638035 | Advisory (Plan) | $13,614 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,760 | $106,264-56.9% | $147,117-68.9% | $77,762-41.2% |
| Participation rate | 89.4% | 78.4%+10.9pp | 82.2%+7.2pp | 70.6%+18.8pp |
| Annual return | 16.37% | 56.94%-40.6pp | 420.54%-404.2pp | 31.27%-14.9pp |
| Employer contribution / active EE | $1,094 | $4,074-73.1% | $4,932-77.8% | $2,728-59.9% |
| Participant deferral / active EE | $7,202 | $8,003-10.0% | $8,065-10.7% | $4,651+54.8% |
| Admin fee / account holder | $107 | $334-68.0% | $12,993-99.2% | $433-75.3% |