Filed January 5, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $134,662 |
FIRST WESTERN TRUST BANK3 years Filed as: FIRST WESTERN TRUST Service code 21 · EIN 27-0083757 | Bank Trustee | $56,250 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,881 |
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 | $163,775 | $79,519+106.0% | $95,952+70.7% | $73,409+123.1% |
| Participation rate | 89.7% | 81.2%+8.6pp | 77.1%+12.7pp | 72.2%+17.6pp |
| Annual return | 79.84% | 19.20%+60.6pp | 91.61%-11.8pp | 59.29%+20.5pp |
| Employer contribution / active EE | $2,864 | $2,048+39.9% | $2,541+12.7% | $2,234+28.2% |
| Participant deferral / active EE | $9,407 | $4,138+127.3% | $4,167+125.8% | $3,805+147.2% |
| Admin fee / account holder | $159 | $184-13.9% | $6,795-97.7% | $158+0.5% |