Filed March 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,439 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,622 | $88,324-31.4% | $115,037-47.3% | $55,191+9.8% |
| Participation rate | 68.3% | 72.5%-4.2pp | 81.4%-13.1pp | 69.2%-0.9pp |
| Annual return | 3.07% | 6.30%-3.2pp | 26.14%-23.1pp | 10.78%-7.7pp |
| Employer contribution / active EE | $0 | $2,805-100.0% | $4,608-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $7,855 | $5,042+55.8% | $6,026+30.3% | $3,046+157.9% |
| Admin fee / account holder | $6 | $105-94.5% | $8,175-99.9% | $91-93.6% |