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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,717 |
CLIFTONLARSONALLEN LLP5+ years Filed as: BTVK, LLP Service code 10 · EIN 39-0859910 | Accounting | $7,900 |
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 | $32,358 | $40,174-19.5% | $84,023-61.5% | $67,582-52.1% |
| Participation rate | 70.3% | 62.7%+7.6pp | 69.0%+1.3pp | 71.3%-1.0pp |
| Annual return | 23.32% | 25.82%-2.5pp | 71.32%-48.0pp | 378.57%-355.3pp |
| Employer contribution / active EE | $390 | $808-51.7% | $1,984-80.3% | $2,148-81.8% |
| Participant deferral / active EE | $1,228 | $2,301-46.6% | $3,239-62.1% | $3,539-65.3% |
| Admin fee / account holder | $47 | $128-63.6% | $6,102-99.2% | $142-67.2% |