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 | $314,105 |
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 | $169,884 | $122,602+38.6% | $177,839-4.5% | $93,223+82.2% |
| Participation rate | 99.2% | 91.3%+7.9pp | 87.7%+11.5pp | 74.9%+24.3pp |
| Annual return | 24.79% | 22.53%+2.3pp | 48.33%-23.5pp | 19.29%+5.5pp |
| Employer contribution / active EE | $2,699 | $4,338-37.8% | $5,919-54.4% | $2,680+0.7% |
| Participant deferral / active EE | $6,287 | $7,134-11.9% | $7,714-18.5% | $4,563+37.8% |
| Admin fee / account holder | $47 | $62-24.0% | $12,432-99.6% | $79-40.9% |