Filed April 17, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,136 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,528 | $82,163+75.9% | $125,363+15.3% | $64,814+123.0% |
| Participation rate | 99.6% | 77.9%+21.7pp | 82.4%+17.2pp | 71.5%+28.1pp |
| Annual return | -9.67% | 3.49%-13.2pp | 572.15%-581.8pp | 32.84%-42.5pp |
| Employer contribution / active EE | $6,664 | $3,616+84.3% | $4,815+38.4% | $2,507+165.8% |
| Participant deferral / active EE | $10,428 | $7,175+45.3% | $7,447+40.0% | $4,310+141.9% |
| Admin fee / account holder | $34 | $163-79.2% | $10,005-99.7% | $188-81.9% |