Filed October 5, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 59-2937883 | Other Commissions | $18,888 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,938 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,965 | $121,341-25.0% | $189,513-52.0% | $79,386+14.6% |
| Participation rate | 70.6% | 86.1%-15.5pp | 87.8%-17.2pp | 70.7%-0.1pp |
| Annual return | 18.96% | 21.08%-2.1pp | 555.15%-536.2pp | 116.85%-97.9pp |
| Employer contribution / active EE | $2,316 | $3,915-40.8% | $6,162-62.4% | $2,427-4.6% |
| Participant deferral / active EE | $2,989 | $6,395-53.3% | $8,221-63.6% | $4,046-26.1% |
| Admin fee / account holder | $20 | $651-97.0% | $12,045-99.8% | $626-96.9% |