Filed October 26, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,047 | $73,863-43.1% | $143,797-70.8% | $68,490-38.6% |
| Participation rate | 30.6% | 66.7%-36.1pp | 80.3%-49.7pp | 67.9%-37.3pp |
| Annual return | -21.67% | 0.91%-22.6pp | -0.04%-21.6pp | -7.85%-13.8pp |
| Employer contribution / active EE | $632 | $3,185-80.2% | $4,952-87.2% | $2,597-75.7% |
| Participant deferral / active EE | $1,804 | $3,385-46.7% | $5,638-68.0% | $4,028-55.2% |
| Admin fee / account holder | $2 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |