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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,727 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,059 | $72,770-45.0% | $67,652-40.8% | $55,191-27.4% |
| Participation rate | 68.8% | 78.8%-9.9pp | 75.7%-6.8pp | 69.2%-0.3pp |
| Annual return | 1.48% | -3.26%+4.7pp | 6625.40%-6623.9pp | 10.78%-9.3pp |
| Employer contribution / active EE | $447 | $1,769-74.7% | $2,266-80.3% | $1,899-76.5% |
| Participant deferral / active EE | $1,604 | $3,408-52.9% | $3,560-54.9% | $3,046-47.3% |
| Admin fee / account holder | $42 | $79-46.1% | $4,821-99.1% | $91-53.2% |