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 | $73,149+18.1% | $120,524-28.3% | $77,714+11.2% |
| Participation rate | 100.0% | 55.2%+44.8pp | 71.9%+28.1pp | 70.6%+29.4pp |
| Annual return | 30.12% | 18.24%+11.9pp | 107.36%-77.2pp | 31.26%-1.1pp |
| Employer contribution / active EE | $17,103 | $1,793+853.7% | $3,469+393.0% | $2,727+527.2% |
| Participant deferral / active EE | $15,095 | $3,006+402.2% | $4,994+202.3% | $4,649+224.7% |
| Admin fee / account holder | $107 | $660-83.7% | $9,440-98.9% | $433-75.2% |