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 | $284 |
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 | $36,196 | $65,125-44.4% | $143,797-74.8% | $66,949-45.9% |
| Participation rate | 56.8% | 65.2%-8.4pp | 80.3%-23.6pp | 69.8%-13.1pp |
| Annual return | -13.24% | -11.13%-2.1pp | -0.04%-13.2pp | 1.57%-14.8pp |
| Employer contribution / active EE | $1,387 | $2,362-41.3% | $4,952-72.0% | $2,545-45.5% |
| Participant deferral / active EE | $2,846 | $2,920-2.6% | $5,638-49.5% | $4,239-32.9% |
| Admin fee / account holder | $3 | $503-99.4% | $14,679-100.0% | $594-99.5% |