Filed March 2, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,275 |
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 | $130,700 | $50,637+158.1% | $86,582+51.0% | $62,293+109.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.35% | 20.80%-2.4pp | 965.08%-946.7pp | 28.90%-10.5pp |
| Employer contribution / active EE | $6,485 | $2,075+212.5% | $2,839+128.4% | $2,042+217.5% |
| Participant deferral / active EE | $9,182 | $2,611+251.7% | $3,609+154.5% | $3,169+189.7% |
| Admin fee / account holder | $29 | $413-93.0% | $4,904-99.4% | $479-94.0% |