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 | $3,918 |
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 | $95,945 | $86,225+11.3% | $146,647-34.6% | $86,821+10.5% |
| Participation rate | 51.8% | 78.0%-26.1pp | 80.1%-28.2pp | 72.3%-20.4pp |
| Annual return | 16.58% | 31.23%-14.6pp | 22.75%-6.2pp | 97.94%-81.4pp |
| Employer contribution / active EE | $2,052 | $2,392-14.2% | $4,137-50.4% | $2,406-14.7% |
| Participant deferral / active EE | $4,514 | $4,245+6.3% | $5,506-18.0% | $4,132+9.2% |
| Admin fee / account holder | $25 | $195-87.1% | $10,281-99.8% | $170-85.2% |