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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $199,713 |
Filed as: STOUT, CAUSEY & HORN Service code 10 · EIN 52-1743645 | Accounting | $27,275 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $17,538 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,408 | $114,195+66.7% | $106,554+78.7% | $93,010+104.7% |
| Participation rate | 94.7% | 86.4%+8.3pp | 76.1%+18.5pp | 73.9%+20.8pp |
| Annual return | 14.60% | 22.18%-7.6pp | 26.80%-12.2pp | 158.70%-144.1pp |
| Employer contribution / active EE | $6,372 | $4,009+58.9% | $2,819+126.0% | $2,705+135.5% |
| Participant deferral / active EE | $14,031 | $5,908+137.5% | $4,398+219.0% | $4,561+207.6% |
| Admin fee / account holder | $61 | $105-42.2% | $7,408-99.2% | $152-60.1% |