Filed September 28, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,546 | $79,171+87.6% | $102,423+45.0% | $74,495+99.4% |
| Participation rate | 92.6% | 74.8%+17.8pp | 76.5%+16.1pp | 67.2%+25.4pp |
| Annual return | 14.68% | 54.93%-40.3pp | 29.32%-14.6pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $5,912 | $2,362+150.3% | $3,023+95.5% | $2,623+125.4% |
| Participant deferral / active EE | $8,848 | $4,415+100.4% | $5,053+75.1% | $4,346+103.6% |
| Admin fee / account holder | -$20 | $2,001-101.0% | $9,451-100.2% | $1,942-101.0% |