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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $69,939 |
EYRING, LEVITT & DRANEY1 year Service code 10 · EIN 26-1783184 | Accounting | $10,822 |
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 | $90,311 | $73,102+23.5% | $123,553-26.9% | $56,289+60.4% |
| Participation rate | 95.9% | 74.3%+21.6pp | 82.3%+13.6pp | 69.9%+26.1pp |
| Annual return | -2.12% | 3.01%-5.1pp | 119.21%-121.3pp | -9.96%+7.8pp |
| Employer contribution / active EE | $3,135 | $2,977+5.3% | $4,628-32.3% | $2,111+48.5% |
| Participant deferral / active EE | $11,496 | $5,423+112.0% | $6,426+78.9% | $3,350+243.2% |
| Admin fee / account holder | $82 | $554-85.3% | $9,284-99.1% | $521-84.4% |