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| Provider | Service type | Compensation |
|---|---|---|
WHITE NELSON DIEHL EVANS LLP1+ years Filed as: WHITE Service code 10 · EIN 33-0686301 | Accounting | $19,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,350 |
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 | $86,336 | $57,096+51.2% | $94,224-8.4% | $55,191+56.4% |
| Participation rate | 82.0% | 75.7%+6.3pp | 78.8%+3.2pp | 69.2%+12.8pp |
| Annual return | 2.26% | 159.65%-157.4pp | 10.68%-8.4pp | 10.78%-8.5pp |
| Employer contribution / active EE | $1,778 | $1,708+4.1% | $3,587-50.4% | $1,899-6.4% |
| Participant deferral / active EE | $2,495 | $3,165-21.2% | $4,320-42.2% | $3,046-18.1% |
| Admin fee / account holder | $94 | $89+5.9% | $6,269-98.5% | $91+4.1% |