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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,818 |
CLIFTONLARSONALLEN LLP2+ years Filed as: BTVK, LLP Service code 10 · EIN 39-0859910 | Accounting | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,019 | $37,044-13.6% | $71,796-55.4% | $57,658-44.5% |
| Participation rate | 66.7% | 61.1%+5.6pp | 69.1%-2.4pp | 70.2%-3.6pp |
| Annual return | 8.72% | 12.64%-3.9pp | 78.04%-69.3pp | 5.13%+3.6pp |
| Employer contribution / active EE | $362 | $720-49.8% | $1,924-81.2% | $1,974-81.7% |
| Participant deferral / active EE | $1,231 | $1,974-37.7% | $2,794-56.0% | $3,061-59.8% |
| Admin fee / account holder | $50 | $101-50.8% | $4,815-99.0% | $95-47.5% |