Filed September 22, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,409 |
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 | $49,077 | $43,423+13.0% | $78,676-37.6% | $55,167-11.0% |
| Participation rate | 72.9% | 68.0%+4.9pp | 73.6%-0.6pp | 69.0%+3.9pp |
| Annual return | 9.22% | 11.53%-2.3pp | 62.19%-53.0pp | 169.23%-160.0pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $5,068 | $2,509+102.0% | $3,517+44.1% | $3,054+66.0% |
| Admin fee / account holder | $8 | $416-98.0% | $4,510-99.8% | $504-98.3% |