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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,747 |
Filed as: BURNHAM AND DELLS Service code 27 · EIN 38-3613362 | Advisory (Plan) | $22,718 |
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 | $48,574 | $31,109+56.1% | $67,704-28.3% | $52,331-7.2% |
| Participation rate | 94.2% | 54.0%+40.2pp | 67.5%+26.7pp | 68.1%+26.1pp |
| Annual return | -0.47% | 23.70%-24.2pp | 25.41%-25.9pp | 4.54%-5.0pp |
| Employer contribution / active EE | $624 | $1,076-42.0% | $2,559-75.6% | $1,882-66.9% |
| Participant deferral / active EE | $3,543 | $1,970+79.8% | $3,585-1.2% | $3,022+17.2% |
| Admin fee / account holder | $235 | $466-49.6% | $4,255-94.5% | $592-60.3% |