Filed March 17, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Participant loan processing; Sales lo... | $12,791 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,626 | $46,292-49.0% | $143,757-83.6% | $64,808-63.5% |
| Participation rate | 73.9% | 64.2%+9.7pp | 80.3%-6.4pp | 71.5%+2.4pp |
| Annual return | -9.13% | -10.05%+0.9pp | -0.04%-9.1pp | 32.82%-41.9pp |
| Employer contribution / active EE | $2,961 | $1,910+55.1% | $4,951-40.2% | $2,506+18.2% |
| Participant deferral / active EE | $2,026 | $2,646-23.4% | $5,637-64.1% | $4,310-53.0% |
| Admin fee / account holder | $41 | $154-73.5% | $14,673-99.7% | $188-78.3% |