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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $710,090 |
Filed as: COMPERIO RETIREMENT CONSULTING INC Service code 27 · EIN 20-4798483 | Advisory (Plan) | $36,360 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,992 | $99,313-66.8% | $81,882-59.7% | $99,313-66.8% |
| Participation rate | 77.4% | 71.7%+5.7pp | 72.4%+5.0pp | 71.7%+5.7pp |
| Annual return | 14.36% | 17.67%-3.3pp | 779.47%-765.1pp | 17.67%-3.3pp |
| Employer contribution / active EE | $2,325 | $3,264-28.8% | $2,916-20.3% | $3,264-28.8% |
| Participant deferral / active EE | $3,682 | $5,346-31.1% | $4,323-14.8% | $5,346-31.1% |
| Admin fee / account holder | $79 | $109-27.6% | $7,360-98.9% | $109-27.6% |