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 | $47,811 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,610 | $71,142-76.7% | $119,628-86.1% | $64,829-74.4% |
| Participation rate | 98.5% | 78.6%+19.9pp | 79.3%+19.3pp | 71.5%+27.1pp |
| Annual return | -15.18% | -10.01%-5.2pp | -14.98%-0.2pp | 32.85%-48.0pp |
| Employer contribution / active EE | $3,068 | $2,497+22.9% | $4,232-27.5% | $2,507+22.4% |
| Participant deferral / active EE | $1,018 | $4,490-77.3% | $5,601-81.8% | $4,312-76.4% |
| Admin fee / account holder | $158 | $162-2.6% | $10,330-98.5% | $188-15.9% |