Filed June 4, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $63,494 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,717 | $91,517-36.9% | $101,275-43.0% | $73,412-21.4% |
| Participation rate | 82.0% | 73.8%+8.2pp | 75.8%+6.2pp | 72.2%+9.9pp |
| Annual return | 19.16% | 17.17%+2.0pp | 46.48%-27.3pp | 59.30%-40.1pp |
| Employer contribution / active EE | $2,955 | $2,877+2.7% | $3,660-19.3% | $2,234+32.3% |
| Participant deferral / active EE | $4,716 | $3,338+41.3% | $4,371+7.9% | $3,806+23.9% |
| Admin fee / account holder | $70 | $216-67.6% | $5,948-98.8% | $158-55.8% |