Filed April 28, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,855 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,260 | $79,438+135.7% | $106,555+75.7% | $79,391+135.9% |
| Participation rate | 99.5% | 74.2%+25.4pp | 76.1%+23.4pp | 70.7%+28.8pp |
| Annual return | 0.00% | 18.27%-18.3pp | 26.80%-26.8pp | 116.88%-116.9pp |
| Employer contribution / active EE | $5,926 | $2,235+165.2% | $2,819+110.2% | $2,428+144.1% |
| Participant deferral / active EE | $6,020 | $3,824+57.4% | $4,399+36.9% | $4,046+48.8% |
| Admin fee / account holder | $7 | $523-98.6% | $7,408-99.9% | $627-98.8% |