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 | $26,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,952 | $159,202-36.0% | $97,995+4.0% | $77,958+30.8% |
| Participation rate | 43.4% | 91.5%-48.1pp | 82.4%-39.0pp | 71.6%-28.2pp |
| Annual return | 243.00% | 28.47%+214.5pp | 23.94%+219.1pp | 20.87%+222.1pp |
| Employer contribution / active EE | $3,532 | $4,224-16.4% | $4,158-15.1% | $2,310+52.9% |
| Participant deferral / active EE | $3,796 | $7,461-49.1% | $5,097-25.5% | $3,537+7.3% |
| Admin fee / account holder | $60 | $83-27.3% | $5,943-99.0% | $97-38.3% |