Filed March 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,804 | $155,795-91.1% | $136,294-89.9% | $69,631-80.2% |
| Participation rate | 59.8% | 75.2%-15.4pp | 81.9%-22.1pp | 70.7%-10.8pp |
| Annual return | 19.16% | 232464.33%-232445.2pp | 5155.94%-5136.8pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $607 | $2,991-79.7% | $4,695-87.1% | $2,032-70.1% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $2 | $128-98.3% | $9,243-100.0% | $110-98.0% |