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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,845 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $25,000 |
BDO USA, LLP7 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $17,983 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,343 | $42,332+33.1% | $80,627-30.1% | - |
| Participation rate | 91.6% | 51.1%+40.5pp | 67.0%+24.6pp | - |
| Annual return | 17.71% | 49.99%-32.3pp | 936.76%-919.1pp | - |
| Employer contribution / active EE | $1,604 | $1,076+49.1% | $2,723-41.1% | - |
| Participant deferral / active EE | $8,602 | $3,616+137.9% | $4,443+93.6% | - |
| Admin fee / account holder | $190 | $1,582-88.0% | $5,381-96.5% | - |