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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $166,145 |
CROWE LLP4 years Service code 16 · EIN 38-0921680 | Consulting | $11,585 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,750 | $74,462-74.8% | $81,988-77.1% | $90,274-79.2% |
| Participation rate | 74.8% | 69.7%+5.1pp | 69.3%+5.5pp | 73.4%+1.4pp |
| Annual return | 18.32% | 17.56%+0.8pp | 41.32%-23.0pp | 53.97%-35.6pp |
| Employer contribution / active EE | $856 | $2,334-63.3% | $2,499-65.8% | $2,523-66.1% |
| Participant deferral / active EE | $1,571 | $3,602-56.4% | $3,723-57.8% | $4,231-62.9% |
| Admin fee / account holder | $52 | $98-46.6% | $5,666-99.1% | $114-54.1% |