Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,396 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,461 | $37,039+17.3% | $147,614-70.6% | $59,188-26.6% |
| Participation rate | 87.8% | 63.8%+24.0pp | 84.6%+3.2pp | 69.4%+18.4pp |
| Annual return | 1.29% | 7.19%-5.9pp | 61.98%-60.7pp | 5.51%-4.2pp |
| Employer contribution / active EE | $1,034 | $1,353-23.6% | $5,564-81.4% | $2,098-50.7% |
| Participant deferral / active EE | $2,300 | $2,094+9.9% | $4,895-53.0% | $3,265-29.5% |
| Admin fee / account holder | $7 | $60-89.0% | $11,611-99.9% | $92-92.8% |