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 | $318,303 |
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 | $141,102 | $119,153+18.4% | $151,634-6.9% | $78,104+80.7% |
| Participation rate | 97.6% | 92.5%+5.1pp | 87.5%+10.1pp | 74.5%+23.1pp |
| Annual return | -19.15% | -10.83%-8.3pp | 3.32%-22.5pp | 10.90%-30.0pp |
| Employer contribution / active EE | $2,800 | $5,298-47.1% | $6,165-54.6% | $3,128-10.5% |
| Participant deferral / active EE | $6,694 | $8,624-22.4% | $8,363-20.0% | $5,089+31.5% |
| Admin fee / account holder | $45 | $69-34.2% | $11,614-99.6% | $79-42.6% |