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 | $49,785 |
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 | $20,578 | $91,406-77.5% | $130,070-84.2% | $74,478-72.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 15.40% | 23.21%-7.8pp | -137.40%+152.8pp | 34.37%-19.0pp |
| Employer contribution / active EE | $2,871 | $2,565+12.0% | $4,322-33.6% | $2,637+8.9% |
| Participant deferral / active EE | $907 | $4,724-80.8% | $5,821-84.4% | $4,530-80.0% |
| Admin fee / account holder | $156 | $283-45.1% | $10,600-98.5% | $347-55.2% |