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 | -$4,088 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,826 | $51,223+63.6% | $82,763+1.3% | $66,949+25.2% |
| Participation rate | 73.0% | 67.9%+5.1pp | 72.6%+0.5pp | 69.8%+3.2pp |
| Annual return | -17.33% | -9.85%-7.5pp | 702.45%-719.8pp | 1.57%-18.9pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,008-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $6,374 | $3,460+84.2% | $4,395+45.0% | $4,239+50.4% |
| Admin fee / account holder | -$22 | $415-105.2% | $5,325-100.4% | $594-103.7% |