Filed April 5, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,873 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,243 | $86,791-31.7% | $115,037-48.5% | $59,188+0.1% |
| Participation rate | 97.1% | 72.8%+24.2pp | 81.4%+15.7pp | 69.4%+27.7pp |
| Annual return | 0.53% | 4.44%-3.9pp | 26.14%-25.6pp | 5.51%-5.0pp |
| Employer contribution / active EE | $6,481 | $2,950+119.7% | $4,608+40.6% | $2,098+208.9% |
| Participant deferral / active EE | $6,863 | $5,298+29.5% | $6,026+13.9% | $3,265+110.2% |
| Admin fee / account holder | -$22 | $95-123.5% | $8,175-100.3% | $92-124.2% |