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| Provider | Service type | Compensation |
|---|---|---|
CDM RETIREMENT CONSULTANTS, INC.2+ years Service code 37 · EIN 52-2136664 300 E. JOPPA ROAD, SUITE 601 · TOWSON, MD 21286 | Loan Processing | $7,066 |
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 | $80,835 | $75,183+7.5% | $123,894-34.8% | $55,167+46.5% |
| Participation rate | 89.9% | 72.8%+17.1pp | 81.4%+8.5pp | 69.0%+20.9pp |
| Annual return | 8.27% | 19.01%-10.7pp | 47.52%-39.2pp | 169.23%-161.0pp |
| Employer contribution / active EE | $1,010 | $2,823-64.2% | $4,617-78.1% | $1,963-48.5% |
| Participant deferral / active EE | $6,349 | $5,084+24.9% | $5,984+6.1% | $3,054+107.9% |
| Admin fee / account holder | $24 | $663-96.4% | $8,357-99.7% | $504-95.3% |