Filed May 9, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,670 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,200 | $106,087-26.3% | $86,717-9.8% | $78,104+0.1% |
| Participation rate | 73.1% | 89.6%-16.5pp | 76.6%-3.5pp | 74.5%-1.4pp |
| Annual return | -19.14% | -14.87%-4.3pp | 35.97%-55.1pp | 10.90%-30.0pp |
| Employer contribution / active EE | $2,463 | $4,110-40.1% | $2,837-13.2% | $3,128-21.2% |
| Participant deferral / active EE | $4,324 | $6,851-36.9% | $4,657-7.2% | $5,089-15.0% |
| Admin fee / account holder | -$3 | $81-103.3% | $7,494-100.0% | $79-103.4% |