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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,809 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $6,615 |
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 | $14,656 | $52,293-72.0% | $178,499-91.8% | $73,412-80.0% |
| Participation rate | 79.4% | 65.3%+14.1pp | 81.9%-2.5pp | 72.2%+7.2pp |
| Annual return | 20.95% | 34.75%-13.8pp | 151.10%-130.2pp | 59.30%-38.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,211 | $2,332-48.1% | $5,202-76.7% | $3,806-68.2% |
| Admin fee / account holder | $19 | $127-85.4% | $13,986-99.9% | $158-88.2% |