Filed September 28, 2017 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,269 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,767 | $65,437+63.2% | $86,698+23.1% | $66,949+59.5% |
| Participation rate | 88.5% | 75.5%+13.0pp | 76.6%+11.9pp | 69.8%+18.7pp |
| Annual return | -15.96% | -10.91%-5.1pp | 35.96%-51.9pp | 1.57%-17.5pp |
| Employer contribution / active EE | $5,224 | $2,154+142.6% | $2,837+84.1% | $2,545+105.2% |
| Participant deferral / active EE | $7,445 | $4,102+81.5% | $4,656+59.9% | $4,239+75.6% |
| Admin fee / account holder | $27 | $642-95.8% | $7,492-99.6% | $594-95.5% |