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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.1+ years Service code 37 · EIN 52-2136664 300 E. JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Loan Processing | $8,614 |
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 | $75,331 | $70,002+7.6% | $115,038-34.5% | $52,331+44.0% |
| Participation rate | 89.7% | 72.1%+17.6pp | 81.4%+8.3pp | 68.1%+21.6pp |
| Annual return | -0.78% | 4.04%-4.8pp | 26.14%-26.9pp | 4.54%-5.3pp |
| Employer contribution / active EE | $881 | $2,715-67.5% | $4,608-80.9% | $1,882-53.2% |
| Participant deferral / active EE | $6,711 | $4,920+36.4% | $6,026+11.4% | $3,022+122.1% |
| Admin fee / account holder | $35 | $566-93.7% | $8,175-99.6% | $592-94.0% |