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 | -$1,068 |
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 | $45,422 | $61,391-26.0% | $149,723-69.7% | $71,529-36.5% |
| Participation rate | 65.0% | 62.5%+2.5pp | 78.8%-13.8pp | 67.9%-2.9pp |
| Annual return | 21.75% | 35.88%-14.1pp | 134.50%-112.7pp | 28.97%-7.2pp |
| Employer contribution / active EE | $1,722 | $2,384-27.8% | $4,821-64.3% | $2,590-33.5% |
| Participant deferral / active EE | $3,196 | $2,921+9.4% | $5,682-43.7% | $4,291-25.5% |
| Admin fee / account holder | $2 | $1,264-99.8% | $13,215-100.0% | $1,588-99.9% |