Filed May 16, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 51-0396365 | Loan Processing | $74,524 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $59,171 | $95,542-38.1% | $69,483-14.8% | $67,582-12.4% |
| Participation rate | 30.3% | 79.4%-49.0pp | 74.6%-44.3pp | 71.3%-41.0pp |
| Annual return | 19.88% | 17.67%+2.2pp | 28.99%-9.1pp | 378.57%-358.7pp |
| Employer contribution / active EE | $1,338 | $2,989-55.2% | $2,780-51.8% | $2,148-37.7% |
| Participant deferral / active EE | $1,524 | $3,263-53.3% | $3,537-56.9% | $3,539-56.9% |
| Admin fee / account holder | $168 | $90+87.3% | $3,841-95.6% | $142+18.2% |