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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,335 |
CLIFTONLARSONALLEN LLP4+ 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 | $28,324 | $35,485-20.2% | $74,551-62.0% | $55,725-49.2% |
| Participation rate | 73.1% | 62.5%+10.6pp | 69.1%+4.0pp | 70.9%+2.3pp |
| Annual return | -5.82% | 0.72%-6.5pp | 32.53%-38.4pp | 244.93%-250.7pp |
| Employer contribution / active EE | $397 | $777-49.0% | $1,961-79.8% | $2,078-80.9% |
| Participant deferral / active EE | $1,298 | $2,181-40.5% | $3,108-58.3% | $3,356-61.3% |
| Admin fee / account holder | $50 | $114-56.6% | $5,059-99.0% | $115-56.9% |