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 | -$2,925 |
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 | $93,702 | $66,124+41.7% | $90,404+3.6% | $73,488+27.5% |
| Participation rate | 71.0% | 69.7%+1.3pp | 72.7%-1.7pp | 70.7%+0.3pp |
| Annual return | 16.49% | 17.65%-1.2pp | 1293.02%-1276.5pp | 28.51%-12.0pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,173 | $3,039+103.1% | $3,963+55.8% | $3,740+65.1% |
| Admin fee / account holder | -$17 | $396-104.3% | $5,611-100.3% | $513-103.4% |