Filed March 1, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $131,218 |
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 | $139,646 | $110,760+26.1% | $162,185-13.9% | $82,204+69.9% |
| Participation rate | 98.7% | 92.7%+6.0pp | 87.6%+11.1pp | 73.4%+25.3pp |
| Annual return | 25.04% | 22.97%+2.1pp | 115.61%-90.6pp | 26.31%-1.3pp |
| Employer contribution / active EE | $2,562 | $4,437-42.3% | $5,613-54.4% | $2,707-5.4% |
| Participant deferral / active EE | $5,907 | $6,652-11.2% | $7,297-19.0% | $4,246+39.1% |
| Admin fee / account holder | $18 | $65-72.5% | $10,844-99.8% | $76-76.3% |