Filed March 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $482 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,564 | $88,324-84.6% | $115,038-88.2% | $55,191-75.4% |
| Participation rate | 75.8% | 72.5%+3.3pp | 81.4%-5.6pp | 69.2%+6.6pp |
| Annual return | 1.23% | 6.30%-5.1pp | 26.14%-24.9pp | 10.78%-9.6pp |
| Employer contribution / active EE | $1,960 | $2,805-30.1% | $4,608-57.5% | $1,899+3.2% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $2 | $105-98.5% | $8,175-100.0% | $91-98.3% |