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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $383,737 |
EJ CALLAHAN & ASSOCIATES LLC4+ years Filed as: CALLAHAN Service code 16 · EIN 94-2192581 | Consulting | $113,561 |
MELTON & MELTON LLP4+ years Filed as: MELTON AND MELTON Service code 10 · EIN 74-1550819 | Accounting | $12,000 |
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 | $150,577 | $45,382+231.8% | $154,110-2.3% | $75,289+100.0% |
| Participation rate | 93.6% | 65.9%+27.7pp | 83.0%+10.6pp | 72.4%+21.2pp |
| Annual return | -4.04% | -0.47%-3.6pp | 735.22%-739.3pp | -0.04%-4.0pp |
| Employer contribution / active EE | $9,294 | $1,533+506.3% | $5,298+75.4% | $2,405+286.5% |
| Participant deferral / active EE | $6,987 | $2,384+193.1% | $5,081+37.5% | $3,739+86.9% |
| Admin fee / account holder | $133 | $89+49.1% | $13,412-99.0% | $102+30.2% |