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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,558 |
CAPFINANCIAL PARTNERS LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $49,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,500 | $95,438+49.3% | $135,998+4.8% | $74,478+91.3% |
| Participation rate | 96.2% | 78.2%+18.0pp | 81.9%+14.3pp | 70.7%+25.5pp |
| Annual return | 23.54% | 32.61%-9.1pp | 68.37%-44.8pp | 34.37%-10.8pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,860-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $10,251 | $7,790+31.6% | $7,761+32.1% | $4,530+126.3% |
| Admin fee / account holder | $128 | $259-50.7% | $10,769-98.8% | $347-63.2% |