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 | $50,919+132.5% | $155,556-23.9% | $77,762+52.2% |
| Participation rate | 93.9% | 63.1%+30.8pp | 78.2%+15.7pp | 70.6%+23.3pp |
| Annual return | 17.33% | 34.84%-17.5pp | 64.84%-47.5pp | 31.27%-13.9pp |
| Employer contribution / active EE | $4,629 | $1,991+132.4% | $4,675-1.0% | $2,728+69.7% |
| Participant deferral / active EE | $9,926 | $2,824+251.4% | $5,631+76.3% | $4,651+113.4% |
| Admin fee / account holder | $144 | $437-67.0% | $15,885-99.1% | $433-66.7% |