Filed April 26, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $99,502 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,030 | $96,458+18.2% | $136,298-16.3% | $77,958+46.3% |
| Participation rate | 95.4% | 75.4%+20.0pp | 81.9%+13.5pp | 71.6%+23.7pp |
| Annual return | 15.84% | 23.78%-7.9pp | 5156.27%-5140.4pp | 20.87%-5.0pp |
| Employer contribution / active EE | $6,599 | $3,144+109.9% | $4,696+40.5% | $2,310+185.6% |
| Participant deferral / active EE | $6,653 | $5,902+12.7% | $6,247+6.5% | $3,537+88.1% |
| Admin fee / account holder | $4 | $80-94.5% | $9,244-100.0% | $97-95.5% |