Filed October 26, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$673 |
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 | $72,810 | $59,535+22.3% | $90,161-19.2% | $62,293+16.9% |
| Participation rate | 89.1% | 73.0%+16.1pp | 76.9%+12.3pp | 69.5%+19.6pp |
| Annual return | 27.58% | 23.53%+4.1pp | 34.89%-7.3pp | 28.90%-1.3pp |
| Employer contribution / active EE | $3,884 | $1,826+112.8% | $3,318+17.1% | $2,042+90.2% |
| Participant deferral / active EE | $10,112 | $4,639+118.0% | $5,287+91.2% | $3,169+219.1% |
| Admin fee / account holder | $5 | $337-98.4% | $5,943-99.9% | $479-98.9% |