Filed December 22, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $68,528 |
Service code 27 · EIN 82-4516448 | Advisory (Plan) | $34,986 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,364 | $50,820+132.9% | $155,567-23.9% | $77,671+52.4% |
| Participation rate | 93.9% | 63.1%+30.7pp | 78.2%+15.7pp | 70.6%+23.3pp |
| Annual return | 17.33% | 34.85%-17.5pp | 64.74%-47.4pp | 31.21%-13.9pp |
| Employer contribution / active EE | $4,629 | $1,993+132.3% | $4,674-1.0% | $2,726+69.8% |
| Participant deferral / active EE | $9,926 | $2,823+251.6% | $5,628+76.4% | $4,648+113.6% |
| Admin fee / account holder | $144 | $436-67.0% | $15,916-99.1% | $430-66.5% |