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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,261 |
Filed as: STOUT, CAUSEY & HORN Service code 10 · EIN 52-1743645 | Accounting | $26,900 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $5,451 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,697 | $105,190+74.6% | $98,920+85.7% | $90,274+103.5% |
| Participation rate | 94.6% | 86.4%+8.3pp | 76.0%+18.6pp | 73.4%+21.3pp |
| Annual return | 15.68% | 18.52%-2.8pp | 196.47%-180.8pp | 53.97%-38.3pp |
| Employer contribution / active EE | $6,530 | $3,831+70.5% | $2,689+142.8% | $2,523+158.8% |
| Participant deferral / active EE | $13,534 | $5,616+141.0% | $4,245+218.8% | $4,231+219.9% |
| Admin fee / account holder | $25 | $97-74.4% | $6,643-99.6% | $114-78.1% |