Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,192 |
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 | $47,423 | $63,964-25.9% | $147,618-67.9% | $67,505-29.7% |
| Participation rate | 81.2% | 68.6%+12.6pp | 84.6%-3.4pp | 71.2%+10.0pp |
| Annual return | 2.22% | 9.05%-6.8pp | 61.98%-59.8pp | 6.52%-4.3pp |
| Employer contribution / active EE | $2,413 | $1,618+49.1% | $5,564-56.6% | $2,173+11.1% |
| Participant deferral / active EE | $2,942 | $2,589+13.7% | $4,895-39.9% | $3,597-18.2% |
| Admin fee / account holder | -$2 | $43-104.0% | $11,612-100.0% | $56-103.1% |