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 | $5,275 |
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 | $76,273 | $62,267+22.5% | $110,243-30.8% | $55,725+36.9% |
| Participation rate | 56.3% | 78.1%-21.9pp | 79.8%-23.6pp | 70.9%-14.6pp |
| Annual return | -5.06% | -1.07%-4.0pp | 314.76%-319.8pp | 244.93%-250.0pp |
| Employer contribution / active EE | $2,003 | $1,941+3.2% | $3,827-47.7% | $2,078-3.6% |
| Participant deferral / active EE | $4,318 | $3,516+22.8% | $4,672-7.6% | $3,356+28.7% |
| Admin fee / account holder | $23 | $121-81.0% | $8,548-99.7% | $115-80.1% |