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 | $18,344 |
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 | $53,929 | $95,417-43.5% | $135,974-60.3% | $74,460-27.6% |
| Participation rate | 61.4% | 78.2%-16.8pp | 81.9%-20.5pp | 70.7%-9.4pp |
| Annual return | 29.43% | 32.76%-3.3pp | 68.30%-38.9pp | 34.38%-4.9pp |
| Employer contribution / active EE | $1,797 | $3,878-53.7% | $4,859-63.0% | $2,638-31.9% |
| Participant deferral / active EE | $6,030 | $7,789-22.6% | $7,760-22.3% | $4,530+33.1% |
| Admin fee / account holder | $80 | $266-69.8% | $10,767-99.3% | $348-76.9% |