Filed September 12, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $211,404 |
GRANT THORNTON LLP5+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $10,306 |
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 | $125,482 | $96,403+30.2% | $93,621+34.0% | $77,775+61.3% |
| Participation rate | 95.6% | 87.6%+8.0pp | 75.8%+19.8pp | 73.2%+22.4pp |
| Annual return | 26.54% | 39.36%-12.8pp | 32.76%-6.2pp | 32.58%-6.0pp |
| Employer contribution / active EE | $3,094 | $3,616-14.4% | $2,719+13.8% | $2,504+23.6% |
| Participant deferral / active EE | $7,139 | $5,341+33.7% | $4,070+75.4% | $3,966+80.0% |
| Admin fee / account holder | $64 | $90-28.4% | $7,890-99.2% | $100-35.9% |