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 | $316,920 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,920 | $136,780+37.4% | $189,534-0.9% | $101,555+85.0% |
| Participation rate | 98.8% | 90.9%+7.9pp | 87.8%+11.0pp | 74.5%+24.2pp |
| Annual return | 14.21% | 37.00%-22.8pp | 555.39%-541.2pp | 21.00%-6.8pp |
| Employer contribution / active EE | $2,776 | $4,857-42.8% | $6,162-55.0% | $2,972-6.6% |
| Participant deferral / active EE | $6,634 | $7,572-12.4% | $8,220-19.3% | $4,874+36.1% |
| Admin fee / account holder | $46 | $64-27.8% | $12,049-99.6% | $139-66.8% |