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 | $1,806 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,858 | $50,637+18.2% | $86,590-30.9% | $62,292-3.9% |
| Participation rate | 72.7% | 67.9%+4.8pp | 73.5%-0.9pp | 69.5%+3.2pp |
| Annual return | 23.20% | 20.80%+2.4pp | 964.84%-941.6pp | 28.90%-5.7pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,273 | $2,611+101.9% | $3,609+46.1% | $3,169+66.4% |
| Admin fee / account holder | $10 | $413-97.5% | $4,906-99.8% | $479-97.9% |