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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $246,492 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $20,700 |
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 | $95,319 | $45,031+111.7% | $85,009+12.1% | $77,671+22.7% |
| Participation rate | 76.4% | 48.7%+27.7pp | 67.5%+8.9pp | 70.6%+5.8pp |
| Annual return | 15.74% | 79.22%-63.5pp | 66.47%-50.7pp | 31.21%-15.5pp |
| Employer contribution / active EE | $2,478 | $1,609+53.9% | $2,728-9.2% | $2,726-9.1% |
| Participant deferral / active EE | $5,520 | $2,807+96.6% | $4,522+22.1% | $4,648+18.8% |
| Admin fee / account holder | $112 | $912-87.7% | $6,153-98.2% | $430-73.9% |