Filed March 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,106 |
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.
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 | $17,330 | $100,801-82.8% | $149,745-88.4% | $73,412-76.4% |
| Participation rate | 63.4% | 77.7%-14.2pp | 82.5%-19.0pp | 72.2%-8.7pp |
| Annual return | 17.58% | 265.34%-247.8pp | 276.72%-259.1pp | 59.30%-41.7pp |
| Employer contribution / active EE | $813 | $3,312-75.5% | $4,646-82.5% | $2,234-63.6% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | -$9 | $181-105.0% | $9,312-100.1% | $158-105.7% |