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 | $17,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,537 | $82,163-38.5% | $125,381-59.7% | $64,819-22.0% |
| Participation rate | 57.1% | 77.9%-20.8pp | 82.4%-25.3pp | 71.5%-14.4pp |
| Annual return | -17.79% | 3.49%-21.3pp | 572.31%-590.1pp | 32.84%-50.6pp |
| Employer contribution / active EE | $1,754 | $3,616-51.5% | $4,815-63.6% | $2,507-30.0% |
| Participant deferral / active EE | $5,673 | $7,175-20.9% | $7,448-23.8% | $4,311+31.6% |
| Admin fee / account holder | $93 | $163-43.1% | $10,007-99.1% | $188-50.6% |