Filed July 16, 2015
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 42-0127290 | Loan Processing | $21,116 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO N.A. Service code 37 · EIN 94-1347393 | Loan Processing | $9,732 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,860 | $86,225-32.9% | $146,649-60.5% | $86,828-33.4% |
| Participation rate | 91.5% | 78.0%+13.5pp | 80.1%+11.4pp | 72.3%+19.2pp |
| Annual return | 13.81% | 31.23%-17.4pp | 22.75%-8.9pp | 97.95%-84.1pp |
| Employer contribution / active EE | $1,648 | $2,392-31.1% | $4,137-60.2% | $2,406-31.5% |
| Participant deferral / active EE | $3,184 | $4,245-25.0% | $5,506-42.2% | $4,132-22.9% |
| Admin fee / account holder | $44 | $195-77.5% | $10,281-99.6% | $170-74.1% |