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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $61,759 |
MILLER KAPLAN ARASE LLP5 years Service code 10 · EIN 95-2036255 | Accounting | $13,750 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,885 | $106,230-22.0% | $147,080-43.6% | $77,736+6.6% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 16.55% | 56.91%-40.4pp | 420.17%-403.6pp | 31.26%-14.7pp |
| Employer contribution / active EE | $2,517 | $4,072-38.2% | $4,933-49.0% | $2,728-7.7% |
| Participant deferral / active EE | $10,245 | $8,001+28.1% | $8,066+27.0% | $4,651+120.3% |
| Admin fee / account holder | $86 | $338-74.6% | $12,989-99.3% | $433-80.1% |