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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $407,362 |
CALLAN ASSOCIATES1 year Filed as: CALLAN ASSOCIATES INC. Service code 28 · EIN 94-2192581 | Investment Management | $117,777 |
MELTON & MELTON LLP4 years Filed as: MELTON & 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 | $166,935 | $47,456+251.8% | $172,752-3.4% | $77,775+114.6% |
| Participation rate | 94.7% | 66.3%+28.5pp | 82.6%+12.1pp | 73.2%+21.5pp |
| Annual return | 22.92% | 35.57%-12.7pp | 802.97%-780.1pp | 32.58%-9.7pp |
| Employer contribution / active EE | $8,303 | $1,574+427.5% | $5,144+61.4% | $2,504+231.6% |
| Participant deferral / active EE | $6,830 | $2,560+166.8% | $5,198+31.4% | $3,966+72.2% |
| Admin fee / account holder | $125 | $81+54.8% | $13,955-99.1% | $100+25.1% |