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 | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $303,029 | $43,423+597.8% | $78,676+285.2% | $55,167+449.3% |
| Participation rate | 69.0% | 68.0%+1.0pp | 73.6%-4.5pp | 69.0%0pp |
| Annual return | 115.55% | 11.53%+104.0pp | 62.19%+53.4pp | 169.23%-53.7pp |
| Employer contribution / active EE | $2,472 | $1,997+23.8% | $2,850-13.3% | $1,963+26.0% |
| Participant deferral / active EE | $7,492 | $2,509+198.6% | $3,517+113.0% | $3,054+145.3% |
| Admin fee / account holder | $3 | $416-99.2% | $4,510-99.9% | $504-99.3% |