Filed September 13, 2017
Total covered: 78 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$98,948 |
Participant contribution per participant 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 | $190,470 | $167,950+13.4% | $112,504+69.3% | $80,187+137.5% |
| Participation rate | 99.3% | 94.5%+4.8pp | 80.6%+18.7pp | 72.9%+26.4pp |
| Annual return | 14.59% | 18.78%-4.2pp | 34.13%-19.5pp | 40.40%-25.8pp |
| Employer contribution / active EE | $7,988 | $6,272+27.4% | $4,571+74.7% | $2,980+168.1% |
| Participant deferral / active EE | $6,766 | $9,857-31.4% | $6,522+3.7% | $5,016+34.9% |
| Admin fee / account holder | $0 | $104-100.0% | $7,048-100.0% | $145-100.0% |