Filed December 25, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,775 | $71,957-12.8% | $67,652-7.2% | $59,188+6.1% |
| Participation rate | 65.3% | 82.7%-17.3pp | 75.7%-10.3pp | 69.4%-4.1pp |
| Annual return | 0.24% | 8.53%-8.3pp | 6625.40%-6625.2pp | 5.51%-5.3pp |
| Employer contribution / active EE | $423 | $2,432-82.6% | $2,266-81.3% | $2,098-79.8% |
| Participant deferral / active EE | $2,354 | $4,211-44.1% | $3,560-33.9% | $3,265-27.9% |
| Admin fee / account holder | $10 | $64-83.8% | $4,821-99.8% | $92-88.7% |