Filed May 10, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,557 |
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 | $79,580 | $80,177-0.7% | $123,894-35.8% | $57,658+38.0% |
| Participation rate | 99.1% | 74.4%+24.7pp | 81.4%+17.7pp | 70.2%+28.9pp |
| Annual return | 10.54% | 17.90%-7.4pp | 47.52%-37.0pp | 5.13%+5.4pp |
| Employer contribution / active EE | $9,544 | $2,913+227.7% | $4,617+106.7% | $1,974+383.5% |
| Participant deferral / active EE | $11,439 | $5,130+123.0% | $5,984+91.2% | $3,061+273.7% |
| Admin fee / account holder | -$25 | $106-123.6% | $8,357-100.3% | $95-126.5% |