Filed September 22, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,650 | $54,368+26.3% | $117,039-41.3% | $62,292+10.2% |
| Participation rate | 59.9% | 64.9%-5.1pp | 77.2%-17.3pp | 69.5%-9.6pp |
| Annual return | 19.02% | 21.77%-2.8pp | 18.95%+0.1pp | 28.90%-9.9pp |
| Employer contribution / active EE | $2,076 | $1,692+22.7% | $3,785-45.2% | $2,042+1.6% |
| Participant deferral / active EE | $2,760 | $2,269+21.7% | $3,929-29.8% | $3,169-12.9% |
| Admin fee / account holder | $66 | $493-86.5% | $5,974-98.9% | $479-86.1% |