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 | $13,426 |
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 | $30,566 | $74,089-58.7% | $133,975-77.2% | $55,167-44.6% |
| Participation rate | 98.7% | 84.3%+14.4pp | 87.1%+11.6pp | 69.0%+29.7pp |
| Annual return | 7.74% | 12.11%-4.4pp | 29.29%-21.6pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,881 | $3,064-38.6% | $5,211-63.9% | $1,963-4.2% |
| Participant deferral / active EE | $2,164 | $4,678-53.7% | $6,282-65.6% | $3,054-29.1% |
| Admin fee / account holder | $64 | $458-86.0% | $9,324-99.3% | $504-87.3% |