Filed January 20, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,856 |
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 | $150,330 | $64,909+131.6% | $82,312+82.6% | $62,293+141.3% |
| Participation rate | 94.3% | 74.9%+19.4pp | 76.9%+17.4pp | 69.5%+24.8pp |
| Annual return | 16.04% | 21.18%-5.1pp | 25.88%-9.8pp | 28.90%-12.9pp |
| Employer contribution / active EE | $2,562 | $1,676+52.9% | $2,428+5.5% | $2,042+25.4% |
| Participant deferral / active EE | $6,171 | $3,103+98.8% | $3,706+66.5% | $3,169+94.7% |
| Admin fee / account holder | $22 | $440-95.1% | $5,608-99.6% | $479-95.5% |