Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,975 | $63,905-62.5% | $74,184-67.7% | $57,661-58.4% |
| Participation rate | 92.2% | 79.8%+12.4pp | 76.6%+15.5pp | 70.2%+21.9pp |
| Annual return | 29.20% | 60.60%-31.4pp | 17.74%+11.5pp | 5.13%+24.1pp |
| Employer contribution / active EE | $1,066 | $1,840-42.1% | $2,370-55.0% | $1,974-46.0% |
| Participant deferral / active EE | $901 | $3,448-73.9% | $3,550-74.6% | $3,061-70.6% |
| Admin fee / account holder | $12 | $91-86.6% | $5,586-99.8% | $95-87.1% |