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| Provider | Service type | Compensation |
|---|---|---|
THE MILESTONE GROUP1 year Service code 16 · EIN 84-1333402 | Consulting | $19,996 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,704 |
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 | $69,683 | $80,177-13.1% | $123,894-43.8% | $57,658+20.9% |
| Participation rate | 87.8% | 74.4%+13.4pp | 81.4%+6.4pp | 70.2%+17.6pp |
| Annual return | 8.61% | 17.90%-9.3pp | 47.52%-38.9pp | 5.13%+3.5pp |
| Employer contribution / active EE | $3,936 | $2,913+35.2% | $4,617-14.7% | $1,974+99.4% |
| Participant deferral / active EE | $6,565 | $5,130+28.0% | $5,984+9.7% | $3,061+114.5% |
| Admin fee / account holder | $55 | $106-48.5% | $8,357-99.3% | $95-42.1% |