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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 | $106,230-56.9% | $147,080-68.9% | $77,736-41.1% |
| Participation rate | 89.4% | 78.4%+11.0pp | 82.2%+7.2pp | 70.6%+18.8pp |
| Annual return | 16.37% | 56.91%-40.5pp | 420.17%-403.8pp | 31.26%-14.9pp |
| Employer contribution / active EE | $1,094 | $4,072-73.1% | $4,933-77.8% | $2,728-59.9% |
| Participant deferral / active EE | $7,202 | $8,001-10.0% | $8,066-10.7% | $4,651+54.9% |
| Admin fee / account holder | $107 | $338-68.4% | $12,989-99.2% | $433-75.3% |