Filed October 19, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,533 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,564 | $104,336-44.8% | $159,455-63.9% | $86,813-33.7% |
| Participation rate | 53.3% | 77.7%-24.4pp | 82.8%-29.5pp | 72.3%-19.0pp |
| Annual return | 19.65% | 26.32%-6.7pp | 263.63%-244.0pp | 97.93%-78.3pp |
| Employer contribution / active EE | $1,439 | $3,451-58.3% | $4,830-70.2% | $2,406-40.2% |
| Participant deferral / active EE | $5,148 | $6,837-24.7% | $7,353-30.0% | $4,131+24.6% |
| Admin fee / account holder | $85 | $172-50.4% | $10,800-99.2% | $170-49.7% |