Filed August 6, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $53,674 |
MILLER KAPLAN ARASE LLP3+ years Filed as: MILLER RUSSELL Service code 16 · EIN 27-1529830 | Consulting | $37,315 |
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 | $14,683 | $46,173-68.2% | $170,435-91.4% | $69,631-78.9% |
| Participation rate | 98.3% | 63.9%+34.4pp | 83.6%+14.7pp | 70.7%+27.6pp |
| Annual return | 18.00% | 21.62%-3.6pp | 205.94%-187.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $535 | $1,610-66.8% | $5,432-90.2% | $2,032-73.7% |
| Participant deferral / active EE | $1,781 | $2,080-14.4% | $4,939-64.0% | $3,224-44.8% |
| Admin fee / account holder | $101 | $116-12.8% | $13,881-99.3% | $110-8.5% |