Filed December 16, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,031 |
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 | $45,833 | $60,165-23.8% | $74,183-38.2% | $55,167-16.9% |
| Participation rate | 91.7% | 74.2%+17.5pp | 76.6%+15.0pp | 69.0%+22.7pp |
| Annual return | 7.91% | 10.00%-2.1pp | 17.74%-9.8pp | 169.23%-161.3pp |
| Employer contribution / active EE | $2,281 | $1,600+42.6% | $2,370-3.8% | $1,963+16.2% |
| Participant deferral / active EE | $4,212 | $2,973+41.7% | $3,550+18.7% | $3,054+37.9% |
| Admin fee / account holder | $15 | $419-96.5% | $5,586-99.7% | $504-97.1% |