Filed March 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $666 |
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 | $13,368 | $80,177-83.3% | $123,894-89.2% | $57,658-76.8% |
| Participation rate | 76.2% | 74.4%+1.7pp | 81.4%-5.2pp | 70.2%+6.0pp |
| Annual return | 7.29% | 17.90%-10.6pp | 47.52%-40.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $962 | $2,913-67.0% | $4,617-79.2% | $1,974-51.2% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $2 | $106-98.2% | $8,357-100.0% | $95-97.9% |