Filed June 4, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $44,647 |
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 | $50,355 | $66,601-24.4% | $92,909-45.8% | $67,579-25.5% |
| Participation rate | 77.4% | 72.5%+5.0pp | 76.0%+1.4pp | 71.3%+6.2pp |
| Annual return | 26.06% | 92.58%-66.5pp | 109.44%-83.4pp | 378.56%-352.5pp |
| Employer contribution / active EE | $2,656 | $2,775-4.3% | $3,653-27.3% | $2,148+23.7% |
| Participant deferral / active EE | $4,602 | $3,157+45.8% | $4,238+8.6% | $3,539+30.0% |
| Admin fee / account holder | $55 | $199-72.3% | $5,795-99.0% | $142-61.3% |