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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,092 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
BDO USA, LLP4 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $10,528 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,339 | $39,948-1.5% | $89,414-56.0% | $73,412-46.4% |
| Participation rate | 93.1% | 50.4%+42.6pp | 68.0%+25.1pp | 72.2%+20.9pp |
| Annual return | 16.77% | 50.12%-33.4pp | 245.50%-228.7pp | 59.30%-42.5pp |
| Employer contribution / active EE | $2,078 | $1,200+73.2% | $2,586-19.6% | $2,234-6.9% |
| Participant deferral / active EE | $6,658 | $2,193+203.6% | $3,890+71.2% | $3,806+75.0% |
| Admin fee / account holder | $151 | $134+12.6% | $4,883-96.9% | $158-4.3% |