Filed November 18, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,244 | $71,666+17.6% | $117,861-28.5% | $69,631+21.0% |
| Participation rate | 55.2% | 77.5%-22.4pp | 79.7%-24.5pp | 70.7%-15.5pp |
| Annual return | 19.72% | 18.86%+0.9pp | 335.11%-315.4pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $1,854 | $1,889-1.9% | $3,786-51.0% | $2,032-8.8% |
| Participant deferral / active EE | $3,971 | $3,340+18.9% | $4,482-11.4% | $3,224+23.2% |
| Admin fee / account holder | $16 | $120-86.8% | $8,021-99.8% | $110-85.7% |