Filed January 26, 2016 (most recent of 2 filings on file)
Total covered: 188 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,631 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,891 | $72,770-71.3% | $67,652-69.1% | $55,191-62.1% |
| Participation rate | 95.7% | 78.8%+16.9pp | 75.7%+20.0pp | 69.2%+26.5pp |
| Annual return | 3.08% | -3.26%+6.3pp | 6625.40%-6622.3pp | 10.78%-7.7pp |
| Employer contribution / active EE | $1,981 | $1,769+12.0% | $2,266-12.5% | $1,899+4.3% |
| Participant deferral / active EE | $2,490 | $3,408-26.9% | $3,560-30.0% | $3,046-18.3% |
| Admin fee / account holder | $29 | $79-63.4% | $4,821-99.4% | $91-68.3% |