Filed May 26, 2022 (most recent of 2 filings on file)
Total covered: 71 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$131,869 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,018 | $112,686+74.0% | $170,028+15.3% | $80,149+144.6% |
| Participation rate | 92.3% | 87.4%+4.9pp | 87.0%+5.3pp | 72.9%+19.4pp |
| Annual return | 17.43% | 67.04%-49.6pp | 53.39%-36.0pp | 40.39%-23.0pp |
| Employer contribution / active EE | $4,105 | $4,481-8.4% | $6,788-39.5% | $2,977+37.9% |
| Participant deferral / active EE | $7,706 | $7,876-2.2% | $10,409-26.0% | $5,015+53.7% |
| Admin fee / account holder | -$89 | $99-189.4% | $12,820-100.7% | $145-161.1% |