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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $217,850 |
Filed as: STOUT, CAUSEY & HORN Service code 10 · EIN 52-1743645 | Accounting | $28,500 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,766 | $136,266+12.8% | $90,767+69.4% | $77,906+97.4% |
| Participation rate | 94.7% | 86.6%+8.1pp | 75.7%+19.0pp | 73.7%+21.0pp |
| Annual return | -15.82% | -11.32%-4.5pp | -12.16%-3.7pp | 12.16%-28.0pp |
| Employer contribution / active EE | $6,838 | $4,215+62.2% | $2,922+134.0% | $2,846+140.2% |
| Participant deferral / active EE | $14,098 | $6,353+121.9% | $4,565+208.8% | $4,805+193.4% |
| Admin fee / account holder | $60 | $399-85.0% | $8,445-99.3% | $133-54.8% |