Filed September 22, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,027 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,068 | $69,159-78.2% | $125,195-88.0% | $67,584-77.7% |
| Participation rate | 84.6% | 78.2%+6.4pp | 79.8%+4.8pp | 71.3%+13.3pp |
| Annual return | 19.78% | 27.12%-7.3pp | 43.79%-24.0pp | 378.59%-358.8pp |
| Employer contribution / active EE | $2,328 | $2,023+15.1% | $3,866-39.8% | $2,148+8.4% |
| Participant deferral / active EE | $748 | $3,700-79.8% | $4,937-84.8% | $3,540-78.9% |
| Admin fee / account holder | $109 | $142-23.2% | $9,704-98.9% | $142-23.5% |