Filed September 28, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,522 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,977 | $112,315-77.8% | $81,367-69.3% | $55,191-54.7% |
| Participation rate | 96.2% | 88.0%+8.2pp | 82.3%+13.9pp | 69.2%+27.1pp |
| Annual return | 0.00% | 0.62%-0.6pp | -0.92%+0.9pp | 10.78%-10.8pp |
| Employer contribution / active EE | $3,670 | $4,239-13.4% | $3,930-6.6% | $1,899+93.3% |
| Participant deferral / active EE | $3,519 | $6,435-45.3% | $5,383-34.6% | $3,046+15.5% |
| Admin fee / account holder | $12 | $83-85.9% | $8,926-99.9% | $91-87.0% |