Filed June 4, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $90,206 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,464 | $106,236-52.5% | $112,249-55.0% | $64,819-22.1% |
| Participation rate | 84.3% | 71.7%+12.6pp | 75.1%+9.2pp | 71.5%+12.8pp |
| Annual return | -18.71% | -6.02%-12.7pp | 27.48%-46.2pp | 32.84%-51.6pp |
| Employer contribution / active EE | $2,996 | $3,166-5.4% | $3,636-17.6% | $2,507+19.5% |
| Participant deferral / active EE | $5,671 | $3,785+49.8% | $4,729+19.9% | $4,311+31.6% |
| Admin fee / account holder | $79 | $452-82.6% | $6,412-98.8% | $188-58.2% |