Filed August 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,558 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,787 | $53,344+47.7% | $121,169-35.0% | $74,440+5.8% |
| Participation rate | 99.3% | 60.0%+39.3pp | 69.5%+29.8pp | 70.7%+28.5pp |
| Annual return | 20.06% | 35.15%-15.1pp | 986.71%-966.7pp | 34.37%-14.3pp |
| Employer contribution / active EE | $9,197 | $1,898+384.5% | $4,168+120.7% | $2,638+248.7% |
| Participant deferral / active EE | $7,495 | $3,221+132.7% | $4,083+83.6% | $4,529+65.5% |
| Admin fee / account holder | $41 | $382-89.3% | $5,645-99.3% | $348-88.3% |