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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,142 |
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $18,876 |
CASEY CIRILLO2 years Filed as: CASEY PETERSON Service code 16 · EIN 46-0403496 | Consulting | $12,400 |
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 | $19,389 | $44,473-56.4% | $76,518-74.7% | $55,725-65.2% |
| Participation rate | 79.8% | 51.0%+28.8pp | 68.0%+11.8pp | 70.9%+8.9pp |
| Annual return | -5.16% | -2.01%-3.2pp | -0.27%-4.9pp | 244.93%-250.1pp |
| Employer contribution / active EE | $545 | $1,101-50.5% | $2,647-79.4% | $2,078-73.8% |
| Participant deferral / active EE | $3,054 | $1,988+53.6% | $3,836-20.4% | $3,356-9.0% |
| Admin fee / account holder | $203 | $134+51.6% | $4,849-95.8% | $115+76.5% |