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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,655 |
MARCADO ASSET MANAGEMENT LLC2 years Service code 27 · EIN 82-1492364 | Advisory (Plan) | $22,500 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,594 | $99,168-26.8% | $96,534-24.8% | $74,460-2.5% |
| Participation rate | 74.4% | 80.7%-6.3pp | 76.0%-1.6pp | 70.7%+3.6pp |
| Annual return | 18.02% | 22.40%-4.4pp | 25.88%-7.9pp | 34.38%-16.4pp |
| Employer contribution / active EE | $2,225 | $2,570-13.4% | $2,965-25.0% | $2,638-15.7% |
| Participant deferral / active EE | $3,656 | $4,936-25.9% | $4,851-24.6% | $4,530-19.3% |
| Admin fee / account holder | $208 | $225-7.7% | $8,253-97.5% | $348-40.3% |