Filed April 7, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,983 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,859 | $65,263-22.1% | $90,223-43.6% | $55,191-7.8% |
| Participation rate | 86.8% | 79.0%+7.8pp | 79.0%+7.8pp | 69.2%+17.7pp |
| Annual return | 1.52% | 2.81%-1.3pp | 1.31%+0.2pp | 10.78%-9.3pp |
| Employer contribution / active EE | $6,369 | $4,153+53.4% | $4,378+45.5% | $1,899+235.4% |
| Participant deferral / active EE | $6,772 | $5,564+21.7% | $5,792+16.9% | $3,046+122.3% |
| Admin fee / account holder | $55 | $116-52.4% | $7,406-99.3% | $91-39.1% |