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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,988 |
Service code 16 51 KILMAYNE DRIVE · CARY, NC 27511 | Consulting | $9,024 |
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 | $106,829 | $52,967+101.7% | $172,753-38.2% | $65,186+63.9% |
| Participation rate | 98.7% | 66.2%+32.5pp | 82.6%+16.1pp | 70.2%+28.5pp |
| Annual return | 20.82% | 30.12%-9.3pp | 803.00%-782.2pp | 29.39%-8.6pp |
| Employer contribution / active EE | $3,978 | $2,190+81.6% | $5,144-22.7% | $2,177+82.7% |
| Participant deferral / active EE | $6,183 | $2,471+150.2% | $5,198+19.0% | $3,514+75.9% |
| Admin fee / account holder | $209 | $472-55.8% | $13,956-98.5% | $847-75.3% |