Filed June 4, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $130,291 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $22,500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,260 | $241,850-75.1% | $102,437-41.2% | $200,096-69.9% |
| Participation rate | 89.5% | 78.3%+11.1pp | 74.5%+15.0pp | 72.0%+17.4pp |
| Annual return | 15.57% | 17.67%-2.1pp | 24.95%-9.4pp | 34.26%-18.7pp |
| Employer contribution / active EE | $3,393 | $4,253-20.2% | $3,871-12.4% | $3,038+11.7% |
| Participant deferral / active EE | $6,051 | $3,961+52.8% | $5,060+19.6% | $5,090+18.9% |
| Admin fee / account holder | $100 | $288-65.3% | $8,388-98.8% | $269-62.9% |