Filed August 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,067 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,963 | $58,859+52.8% | $129,397-30.5% | $77,714+15.8% |
| Participation rate | 85.0% | 59.3%+25.7pp | 69.6%+15.4pp | 70.6%+14.4pp |
| Annual return | 17.15% | 24.74%-7.6pp | 9453.98%-9436.8pp | 31.26%-14.1pp |
| Employer contribution / active EE | $7,833 | $1,952+301.3% | $4,154+88.6% | $2,727+187.3% |
| Participant deferral / active EE | $6,736 | $3,215+109.5% | $4,167+61.6% | $4,649+44.9% |
| Admin fee / account holder | $89 | $591-85.0% | $7,679-98.8% | $433-79.5% |