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 | $4,025 |
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 | $87,479 | $69,159+26.5% | $125,195-30.1% | $67,582+29.4% |
| Participation rate | 60.0% | 78.2%-18.2pp | 79.8%-19.8pp | 71.3%-11.3pp |
| Annual return | 24.01% | 27.12%-3.1pp | 43.79%-19.8pp | 378.57%-354.6pp |
| Employer contribution / active EE | $1,954 | $2,023-3.4% | $3,866-49.5% | $2,148-9.0% |
| Participant deferral / active EE | $4,286 | $3,700+15.8% | $4,937-13.2% | $3,539+21.1% |
| Admin fee / account holder | $16 | $142-88.7% | $9,704-99.8% | $142-88.7% |