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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,284 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 PO BOX 775472 · CHICAGO, IL 60677 | Accounting | $7,440 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $9,392 | $37,196-74.8% | $154,111-93.9% | $55,725-83.1% |
| Participation rate | 82.7% | 64.1%+18.6pp | 83.0%-0.3pp | 70.9%+11.8pp |
| Annual return | -4.09% | 1319.68%-1323.8pp | 735.18%-739.3pp | 244.93%-249.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,014 | $2,068-50.9% | $5,081-80.0% | $3,356-69.8% |
| Admin fee / account holder | $15 | $102-84.8% | $13,411-99.9% | $115-86.6% |