Filed March 1, 2022 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $289,248 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,447 | $129,756+20.6% | $170,055-8.0% | $103,657+50.9% |
| Participation rate | 97.9% | 91.3%+6.7pp | 87.0%+10.9pp | 73.4%+24.5pp |
| Annual return | 23.31% | 20.17%+3.1pp | 53.43%-30.1pp | 33.13%-9.8pp |
| Employer contribution / active EE | $2,843 | $5,236-45.7% | $6,790-58.1% | $3,216-11.6% |
| Participant deferral / active EE | $6,751 | $8,283-18.5% | $10,410-35.2% | $5,218+29.4% |
| Admin fee / account holder | $38 | $73-47.4% | $12,828-99.7% | $114-66.4% |