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 | $1,492 |
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 | $62,766 | $44,873+39.9% | $79,464-21.0% | $56,287+11.5% |
| Participation rate | 71.0% | 68.7%+2.2pp | 73.3%-2.4pp | 69.9%+1.1pp |
| Annual return | -4.44% | 0.81%-5.3pp | 718.14%-722.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,979 | $2,746+117.8% | $3,704+61.4% | $3,350+78.5% |
| Admin fee / account holder | $9 | $418-97.9% | $5,113-99.8% | $521-98.3% |