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 | $78,472 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,908 | $94,833-25.2% | $75,731-6.4% | $86,821-18.3% |
| Participation rate | 30.6% | 79.1%-48.5pp | 74.8%-44.2pp | 72.3%-41.7pp |
| Annual return | 13.29% | 16.91%-3.6pp | 104.65%-91.4pp | 97.94%-84.6pp |
| Employer contribution / active EE | $1,562 | $2,904-46.2% | $2,743-43.1% | $2,406-35.1% |
| Participant deferral / active EE | $1,839 | $3,632-49.4% | $3,820-51.9% | $4,132-55.5% |
| Admin fee / account holder | $185 | $109+70.4% | $3,620-94.9% | $170+9.1% |