Filed February 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $58,064 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,532 | $104,544+56.4% | $96,564+69.4% | $80,187+103.9% |
| Participation rate | 90.8% | 86.4%+4.4pp | 76.0%+14.8pp | 72.9%+17.9pp |
| Annual return | 18.69% | 21.79%-3.1pp | 25.89%-7.2pp | 40.40%-21.7pp |
| Employer contribution / active EE | $4,299 | $3,527+21.9% | $2,967+44.9% | $2,980+44.3% |
| Participant deferral / active EE | $8,526 | $6,170+38.2% | $4,852+75.7% | $5,016+70.0% |
| Admin fee / account holder | $57 | $107-47.0% | $8,256-99.3% | $145-60.9% |