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 | $67,356 |
Service code 27 · EIN 82-4516448 | Advisory (Plan) | $34,988 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,423 | $52,293+164.7% | $178,503-22.5% | $73,412+88.6% |
| Participation rate | 72.5% | 65.3%+7.2pp | 81.9%-9.4pp | 72.2%+0.3pp |
| Annual return | 16.02% | 34.75%-18.7pp | 151.12%-135.1pp | 59.30%-43.3pp |
| Employer contribution / active EE | $4,889 | $1,736+181.6% | $5,011-2.4% | $2,234+118.8% |
| Participant deferral / active EE | $7,145 | $2,333+206.2% | $5,202+37.3% | $3,806+87.7% |
| Admin fee / account holder | $258 | $127+102.9% | $13,987-98.2% | $158+63.7% |