Filed September 13, 2017
Total covered: 78 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$77,554 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,909 | $153,281+15.4% | $93,765+88.7% | $77,906+127.1% |
| Participation rate | 99.0% | 92.2%+6.7pp | 81.0%+18.0pp | 73.7%+25.3pp |
| Annual return | -9.98% | -5.55%-4.4pp | -11.32%+1.3pp | 12.16%-22.1pp |
| Employer contribution / active EE | $7,554 | $5,690+32.8% | $4,327+74.6% | $2,846+165.4% |
| Participant deferral / active EE | $6,586 | $9,364-29.7% | $6,099+8.0% | $4,805+37.1% |
| Admin fee / account holder | $0 | $114-100.0% | $7,184-100.0% | $133-100.0% |