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 | $84,671 |
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 | $118,882 | $101,523+17.1% | $141,200-15.8% | $77,775+52.9% |
| Participation rate | 91.9% | 77.4%+14.5pp | 82.5%+9.4pp | 73.2%+18.7pp |
| Annual return | 2.46% | 56.22%-53.8pp | 71.41%-68.9pp | 32.58%-30.1pp |
| Employer contribution / active EE | $6,662 | $3,341+99.4% | $4,736+40.6% | $2,504+166.0% |
| Participant deferral / active EE | $7,174 | $6,434+11.5% | $6,710+6.9% | $3,966+80.9% |
| Admin fee / account holder | $5 | $92-94.5% | $10,265-100.0% | $100-95.0% |