Filed May 5, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,707 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,557 | $108,617-19.4% | $108,405-19.2% | $93,010-5.9% |
| Participation rate | 95.0% | 83.1%+11.9pp | 80.1%+14.9pp | 73.9%+21.1pp |
| Annual return | 17.55% | 21.63%-4.1pp | 905.55%-888.0pp | 158.70%-141.2pp |
| Employer contribution / active EE | $3,501 | $3,249+7.8% | $3,559-1.6% | $2,705+29.4% |
| Participant deferral / active EE | $6,841 | $7,885-13.2% | $6,563+4.2% | $4,561+50.0% |
| Admin fee / account holder | $80 | $94-14.7% | $7,297-98.9% | $152-47.4% |