Filed September 12, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $132,458 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $48,301 |
GRANT THORNTON LLP4+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $16,120 |
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 | $105,075 | $134,045-21.6% | $80,022+31.3% | $75,289+39.6% |
| Participation rate | 91.2% | 85.8%+5.4pp | 75.8%+15.3pp | 72.4%+18.7pp |
| Annual return | -3.51% | -0.56%-3.0pp | 11.22%-14.7pp | -0.04%-3.5pp |
| Employer contribution / active EE | $2,666 | $3,492-23.7% | $2,468+8.0% | $2,405+10.8% |
| Participant deferral / active EE | $5,959 | $4,976+19.7% | $3,686+61.7% | $3,739+59.4% |
| Admin fee / account holder | $61 | $124-50.6% | $6,521-99.1% | $102-40.2% |