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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,534 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 PO BOX 775472 · CHICAGO, IL 60677 | Accounting | $9,090 |
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 | $11,918 | $62,928-81.1% | $172,752-93.1% | $67,579-82.4% |
| Participation rate | 81.9% | 64.5%+17.4pp | 82.6%-0.8pp | 71.3%+10.6pp |
| Annual return | 22.80% | 30.36%-7.6pp | 802.97%-780.2pp | 378.56%-355.8pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,223 | $2,145-43.0% | $5,198-76.5% | $3,539-65.5% |
| Admin fee / account holder | $18 | $167-89.3% | $13,955-99.9% | $142-87.5% |