Filed August 6, 2018 (most recent of 2 filings on file)
Total covered: 20 employees
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER6+ years Filed as: ADP Service code 37 · EIN 57-1198022 | Loan Processing | $7,115 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,186 | $52,293-36.5% | $178,490-81.4% | $73,409-54.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 14.22% | 34.75%-20.5pp | 151.07%-136.9pp | 59.29%-45.1pp |
| Employer contribution / active EE | $3,406 | $1,735+96.3% | $5,011-32.0% | $2,234+52.5% |
| Participant deferral / active EE | $1,508 | $2,332-35.3% | $5,202-71.0% | $3,805-60.4% |
| Admin fee / account holder | $20 | $127-84.6% | $13,984-99.9% | $158-87.6% |