Filed May 9, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,862 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,202 | $159,391-36.5% | $102,460-1.2% | $99,313+1.9% |
| Participation rate | 71.7% | 88.6%-16.9pp | 76.5%-4.8pp | 71.7%0pp |
| Annual return | 17.25% | 19.03%-1.8pp | 29.47%-12.2pp | 17.67%-0.4pp |
| Employer contribution / active EE | $2,387 | $4,207-43.3% | $3,025-21.1% | $3,264-26.9% |
| Participant deferral / active EE | $4,207 | $7,498-43.9% | $5,056-16.8% | $5,346-21.3% |
| Admin fee / account holder | -$2 | $159-101.1% | $9,460-100.0% | $109-101.6% |