Filed June 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,902 |
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 | $45,400 | $65,292-30.5% | $71,671-36.7% | $77,958-41.8% |
| Participation rate | 80.3% | 67.4%+12.9pp | 68.7%+11.5pp | 71.6%+8.6pp |
| Annual return | 19.02% | 21.25%-2.2pp | 20.65%-1.6pp | 20.87%-1.8pp |
| Employer contribution / active EE | $2,514 | $2,085+20.6% | $2,460+2.2% | $2,310+8.8% |
| Participant deferral / active EE | $5,052 | $3,008+67.9% | $3,438+47.0% | $3,537+42.9% |
| Admin fee / account holder | $22 | $84-73.7% | $5,558-99.6% | $97-77.2% |