Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $100,494 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,274 | $46,292+34.5% | $143,757-56.7% | $64,808-3.9% |
| Participation rate | 96.0% | 64.2%+31.8pp | 80.3%+15.7pp | 71.5%+24.5pp |
| Annual return | -18.75% | -10.05%-8.7pp | -0.04%-18.7pp | 32.82%-51.6pp |
| Employer contribution / active EE | $913 | $1,910-52.2% | $4,951-81.6% | $2,506-63.6% |
| Participant deferral / active EE | $4,454 | $2,646+68.3% | $5,637-21.0% | $4,310+3.3% |
| Admin fee / account holder | $101 | $154-34.3% | $14,673-99.3% | $188-46.2% |