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 | $46,659 |
FINANCIAL ENGINES2 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $16,661 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,526 | $69,305-57.4% | $82,312-64.1% | $69,634-57.6% |
| Participation rate | 96.1% | 80.3%+15.8pp | 76.9%+19.2pp | 70.7%+25.4pp |
| Annual return | 15.31% | 21.47%-6.2pp | 25.88%-10.6pp | 27572.26%-27556.9pp |
| Employer contribution / active EE | $1,647 | $1,887-12.7% | $2,428-32.2% | $2,032-18.9% |
| Participant deferral / active EE | $2,911 | $3,568-18.4% | $3,706-21.4% | $3,224-9.7% |
| Admin fee / account holder | $93 | $97-4.2% | $5,608-98.3% | $110-15.7% |