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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,531 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $7,735 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,683 | $37,039-79.3% | $147,617-94.8% | $59,188-87.0% |
| Participation rate | 82.2% | 63.8%+18.4pp | 84.6%-2.4pp | 69.4%+12.8pp |
| Annual return | 0.73% | 7.19%-6.5pp | 61.98%-61.3pp | 5.51%-4.8pp |
| Employer contribution / active EE | $0 | $1,353-100.0% | $5,564-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $868 | $2,094-58.5% | $4,895-82.3% | $3,265-73.4% |
| Admin fee / account holder | $18 | $60-69.4% | $11,612-99.8% | $92-80.0% |