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 | $50,860+132.7% | $155,574-23.9% | $77,714+52.3% |
| Participation rate | 93.9% | 63.1%+30.8pp | 78.2%+15.7pp | 70.6%+23.3pp |
| Annual return | 17.33% | 34.86%-17.5pp | 64.87%-47.5pp | 31.26%-13.9pp |
| Employer contribution / active EE | $4,629 | $1,991+132.5% | $4,676-1.0% | $2,727+69.7% |
| Participant deferral / active EE | $9,926 | $2,825+251.4% | $5,629+76.3% | $4,649+113.5% |
| Admin fee / account holder | $144 | $436-67.0% | $15,914-99.1% | $433-66.8% |