Filed January 30, 2023
Total covered: 31 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,379 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,418 | $72,994+18.4% | $120,368-28.2% | $77,671+11.3% |
| Participation rate | 100.0% | 55.2%+44.8pp | 71.9%+28.1pp | 70.6%+29.4pp |
| Annual return | 30.12% | 18.23%+11.9pp | 107.26%-77.1pp | 31.21%-1.1pp |
| Employer contribution / active EE | $17,103 | $1,793+853.9% | $3,465+393.7% | $2,726+527.3% |
| Participant deferral / active EE | $15,095 | $3,011+401.4% | $4,991+202.4% | $4,648+224.8% |
| Admin fee / account holder | $107 | $658-83.7% | $9,429-98.9% | $430-75.1% |