Filed February 5, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,665 | $37,117+41.9% | $147,617-64.3% | $55,191-4.6% |
| Participation rate | 12.9% | 63.6%-50.7pp | 84.6%-71.7pp | 69.2%-56.3pp |
| Annual return | 3.13% | 3.44%-0.3pp | 61.98%-58.9pp | 10.78%-7.7pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $614 | $1,985-69.1% | $4,895-87.5% | $3,046-79.8% |
| Admin fee / account holder | $22 | $86-73.8% | $11,612-99.8% | $91-75.3% |