Filed September 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $10,144 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,882 | $56,540+28.9% | $185,851-60.8% | $86,821-16.1% |
| Participation rate | 79.9% | 65.5%+14.4pp | 81.7%-1.8pp | 72.3%+7.6pp |
| Annual return | 13.44% | 118.20%-104.8pp | 122.11%-108.7pp | 97.94%-84.5pp |
| Employer contribution / active EE | $2,409 | $1,844+30.6% | $5,168-53.4% | $2,406+0.1% |
| Participant deferral / active EE | $3,014 | $2,555+17.9% | $5,569-45.9% | $4,132-27.1% |
| Admin fee / account holder | $49 | $150-67.2% | $16,245-99.7% | $170-71.1% |