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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $188,931 |
CALLAN ASSOCIATES4+ years Filed as: CALLAN ASSOCIATES INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $120,620 |
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 | $40,277 | $45,382-11.2% | $154,110-73.9% | $75,289-46.5% |
| Participation rate | 70.1% | 65.9%+4.2pp | 83.0%-12.9pp | 72.4%-2.3pp |
| Annual return | -1.96% | -0.47%-1.5pp | 735.22%-737.2pp | -0.04%-1.9pp |
| Employer contribution / active EE | $1,398 | $1,533-8.8% | $5,298-73.6% | $2,405-41.9% |
| Participant deferral / active EE | $2,829 | $2,384+18.6% | $5,081-44.3% | $3,739-24.3% |
| Admin fee / account holder | $74 | $89-17.4% | $13,412-99.4% | $102-27.9% |