Filed September 23, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$169,596 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,630 | $56,638+331.9% | $169,368+44.4% | $74,419+228.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 19.28% | 24.75%-5.5pp | 405.60%-386.3pp | 34.38%-15.1pp |
| Employer contribution / active EE | $6,716 | $2,027+231.4% | $4,013+67.4% | $2,637+154.6% |
| Participant deferral / active EE | $11,959 | $4,223+183.2% | $6,221+92.2% | $4,528+164.1% |
| Admin fee / account holder | -$319 | $307-204.0% | $9,003-103.5% | $348-191.6% |