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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,494 |
CLIFTONLARSONALLEN LLP3+ years Filed as: BTVK, LLP Service code 10 · EIN 39-0859910 | Accounting | $7,750 |
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 | $32,274 | $48,064-32.9% | $78,778-59.0% | $69,631-53.7% |
| Participation rate | 71.7% | 61.6%+10.2pp | 69.2%+2.5pp | 70.7%+1.0pp |
| Annual return | 17.56% | 21.81%-4.3pp | 35.62%-18.1pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $364 | $744-51.1% | $1,986-81.7% | $2,032-82.1% |
| Participant deferral / active EE | $1,262 | $2,079-39.3% | $2,958-57.3% | $3,224-60.8% |
| Admin fee / account holder | $48 | $152-68.4% | $5,134-99.1% | $110-56.5% |