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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,915 |
Service code 16 51 KILMAYNE DRIVE · CARY, NC 27511 | Consulting | $19,171 |
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 | $101,384 | $58,895+72.1% | $178,503-43.2% | $73,497+37.9% |
| Participation rate | 98.4% | 66.2%+32.2pp | 81.9%+16.4pp | 70.7%+27.7pp |
| Annual return | 13.91% | 24.86%-11.0pp | 151.12%-137.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $3,659 | $2,236+63.7% | $5,011-27.0% | $2,270+61.2% |
| Participant deferral / active EE | $5,641 | $2,567+119.8% | $5,202+8.4% | $3,740+50.8% |
| Admin fee / account holder | $217 | $400-45.8% | $13,987-98.4% | $513-57.7% |