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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 100 CROSBY PARKWAY KC1G · COVINGTON, KY 41015 | Loan Processing | $48,200 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,064 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,360 | $46,100-77.5% | $86,582-88.0% | $69,631-85.1% |
| Participation rate | 97.2% | 67.2%+30.0pp | 73.5%+23.7pp | 70.7%+26.5pp |
| Annual return | 38.81% | 21.02%+17.8pp | 965.08%-926.3pp | 27571.02%-27532.2pp |
| Employer contribution / active EE | $705 | $1,850-61.9% | $2,839-75.2% | $2,032-65.3% |
| Participant deferral / active EE | $3,288 | $2,432+35.2% | $3,609-8.9% | $3,224+2.0% |
| Admin fee / account holder | $52 | $94-44.2% | $4,904-98.9% | $110-52.6% |