Filed November 23, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,056 |
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 | $54,875 | $66,124-17.0% | $90,404-39.3% | $73,488-25.3% |
| Participation rate | 87.6% | 69.7%+17.9pp | 72.7%+14.9pp | 70.7%+16.9pp |
| Annual return | 19.66% | 17.65%+2.0pp | 1293.02%-1273.4pp | 28.51%-8.9pp |
| Employer contribution / active EE | $2,015 | $2,346-14.1% | $3,262-38.2% | $2,270-11.2% |
| Participant deferral / active EE | $5,240 | $3,039+72.4% | $3,963+32.2% | $3,740+40.1% |
| Admin fee / account holder | $18 | $396-95.4% | $5,611-99.7% | $513-96.4% |