Filed September 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,913 |
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 | $64,535 | $52,293+23.4% | $178,503-63.8% | $73,412-12.1% |
| Participation rate | 81.1% | 65.3%+15.8pp | 81.9%-0.8pp | 72.2%+9.0pp |
| Annual return | 18.89% | 34.75%-15.9pp | 151.12%-132.2pp | 59.30%-40.4pp |
| Employer contribution / active EE | $1,987 | $1,736+14.5% | $5,011-60.3% | $2,234-11.0% |
| Participant deferral / active EE | $2,290 | $2,333-1.8% | $5,202-56.0% | $3,806-39.8% |
| Admin fee / account holder | $49 | $127-61.3% | $13,987-99.6% | $158-68.8% |