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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $154,689 |
CALLAN ASSOCIATES5+ years Filed as: CALLAN ASSOCIATES INC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $122,797 |
MELTON & MELTON LLP5+ 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 | $46,590 | $47,456-1.8% | $172,757-73.0% | $77,775-40.1% |
| Participation rate | 72.3% | 66.3%+6.1pp | 82.6%-10.3pp | 73.2%-0.9pp |
| Annual return | 25.96% | 35.57%-9.6pp | 803.06%-777.1pp | 32.58%-6.6pp |
| Employer contribution / active EE | $1,477 | $1,574-6.2% | $5,144-71.3% | $2,504-41.0% |
| Participant deferral / active EE | $2,979 | $2,560+16.4% | $5,198-42.7% | $3,966-24.9% |
| Admin fee / account holder | $61 | $81-24.6% | $13,956-99.6% | $100-39.1% |