Filed June 30, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $363 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,679 | $61,166-33.5% | $185,849-78.1% | $79,391-48.8% |
| Participation rate | 50.3% | 66.6%-16.3pp | 81.7%-31.4pp | 70.7%-20.4pp |
| Annual return | 17.84% | 19.45%-1.6pp | 122.10%-104.3pp | 116.88%-99.0pp |
| Employer contribution / active EE | $1,277 | $2,321-45.0% | $5,169-75.3% | $2,428-47.4% |
| Participant deferral / active EE | $2,822 | $2,789+1.2% | $5,569-49.3% | $4,046-30.3% |
| Admin fee / account holder | $3 | $710-99.6% | $16,244-100.0% | $627-99.6% |