Filed October 4, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $32,188 |
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 | $42,311 | $62,928-32.8% | $172,753-75.5% | $67,582-37.4% |
| Participation rate | 83.3% | 64.5%+18.8pp | 82.6%+0.6pp | 71.3%+12.0pp |
| Annual return | 24.91% | 30.36%-5.4pp | 803.00%-778.1pp | 378.57%-353.7pp |
| Employer contribution / active EE | $1,322 | $1,636-19.2% | $5,144-74.3% | $2,148-38.4% |
| Participant deferral / active EE | $2,570 | $2,145+19.8% | $5,198-50.6% | $3,539-27.4% |
| Admin fee / account holder | $28 | $167-83.3% | $13,956-99.8% | $142-80.5% |