Filed September 2, 2022 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,336 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,612 | $70,667-59.5% | $123,105-76.8% | $52,331-45.3% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -1.02% | 6.23%-7.3pp | 13.22%-14.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $2,266 | $2,946-23.1% | $5,151-56.0% | $1,882+20.4% |
| Participant deferral / active EE | $1,851 | $4,493-58.8% | $6,229-70.3% | $3,022-38.7% |
| Admin fee / account holder | $70 | $506-86.1% | $9,014-99.2% | $592-88.1% |