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| Provider | Service type | Compensation |
|---|---|---|
CLIFTONLARSONALLEN LLP8+ years Filed as: BTVK, LLP Service code 10 · EIN 39-0859910 | Accounting | $17,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,031 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,445 | $42,367-25.8% | $79,583-60.5% | $64,824-51.5% |
| Participation rate | 74.1% | 64.7%+9.3pp | 69.5%+4.6pp | 71.5%+2.6pp |
| Annual return | -17.35% | -12.24%-5.1pp | 0.16%-17.5pp | 32.84%-50.2pp |
| Employer contribution / active EE | $539 | $1,181-54.4% | $2,414-77.7% | $2,507-78.5% |
| Participant deferral / active EE | $1,831 | $3,168-42.2% | $3,986-54.1% | $4,311-57.5% |
| Admin fee / account holder | $25 | $160-84.1% | $6,835-99.6% | $188-86.5% |