Filed July 8, 2021
Total covered: 27 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,023 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $420,140 | $122,042+244.3% | $184,243+128.0% | $74,429+464.5% |
| Participation rate | 99.0% | 85.5%+13.6pp | 86.8%+12.2pp | 67.2%+31.8pp |
| Annual return | 17.97% | 19.91%-1.9pp | 28.82%-10.8pp | 1368.38%-1350.4pp |
| Employer contribution / active EE | $10,144 | $4,538+123.5% | $6,427+57.8% | $2,625+286.4% |
| Participant deferral / active EE | $14,968 | $7,143+109.6% | $9,132+63.9% | $4,348+244.2% |
| Admin fee / account holder | $209 | $1,252-83.3% | $13,914-98.5% | $1,944-89.3% |