Filed June 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$110,925 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,293 | $63,321-9.5% | $68,815-16.7% | $77,906-26.5% |
| Participation rate | 95.4% | 71.1%+24.3pp | 69.0%+26.4pp | 73.7%+21.7pp |
| Annual return | -18.11% | -6.50%-11.6pp | -6.37%-11.7pp | 12.16%-30.3pp |
| Employer contribution / active EE | $4,969 | $2,794+77.9% | $2,656+87.1% | $2,846+74.6% |
| Participant deferral / active EE | $8,420 | $4,029+109.0% | $3,943+113.6% | $4,805+75.2% |
| Admin fee / account holder | $13 | $104-87.1% | $4,936-99.7% | $133-89.9% |