Filed September 22, 2020 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,606 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,525 | $41,854+13.5% | $73,836-35.6% | $52,331-9.2% |
| Participation rate | 71.2% | 66.2%+4.9pp | 73.4%-2.3pp | 68.1%+3.1pp |
| Annual return | 3.21% | 2.11%+1.1pp | 2268.06%-2264.8pp | 4.54%-1.3pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,109 | $2,498+104.5% | $3,583+42.6% | $3,022+69.0% |
| Admin fee / account holder | $11 | $493-97.7% | $4,882-99.8% | $592-98.1% |