Filed August 10, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,275 |
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 | $106,147 | $41,854+153.6% | $73,836+43.8% | $52,331+102.8% |
| Participation rate | 98.9% | 66.2%+32.6pp | 73.4%+25.4pp | 68.1%+30.8pp |
| Annual return | 1.88% | 2.11%-0.2pp | 2268.06%-2266.2pp | 4.54%-2.7pp |
| Employer contribution / active EE | $2,709 | $1,920+41.1% | $2,787-2.8% | $1,882+44.0% |
| Participant deferral / active EE | $7,198 | $2,498+188.1% | $3,583+100.9% | $3,022+138.2% |
| Admin fee / account holder | -$53 | $493-110.7% | $4,882-101.1% | $592-108.9% |