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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $442,892 |
Filed as: STOUT, CAUSEY EXIT, P.A Service code 10 · EIN 52-1743645 | Accounting | $26,418 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,869 | $96,403+63.8% | $93,621+68.6% | $77,775+103.0% |
| Participation rate | 95.4% | 87.6%+7.8pp | 75.8%+19.6pp | 73.2%+22.2pp |
| Annual return | 19.32% | 39.36%-20.0pp | 32.76%-13.4pp | 32.58%-13.3pp |
| Employer contribution / active EE | $6,260 | $3,616+73.1% | $2,719+130.3% | $2,504+150.0% |
| Participant deferral / active EE | $12,567 | $5,341+135.3% | $4,070+208.8% | $3,966+216.9% |
| Admin fee / account holder | $130 | $90+44.7% | $7,890-98.4% | $100+29.4% |