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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $35,165 |
MARCADO ASSET MANAGEMENT LLC3 years Service code 27 · EIN 82-1492364 | Advisory (Plan) | $22,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,635 | $89,123-8.4% | $102,460-20.3% | $77,762+5.0% |
| Participation rate | 74.6% | 80.9%-6.3pp | 76.5%-1.9pp | 70.6%+4.0pp |
| Annual return | 16.91% | 25.05%-8.1pp | 29.47%-12.6pp | 31.27%-14.4pp |
| Employer contribution / active EE | $2,271 | $2,700-15.9% | $3,025-24.9% | $2,728-16.7% |
| Participant deferral / active EE | $4,006 | $5,148-22.2% | $5,056-20.8% | $4,651-13.9% |
| Admin fee / account holder | $224 | $236-5.1% | $9,460-97.6% | $433-48.3% |