Filed September 13, 2017
Total covered: 78 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$189,311 |
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 | $214,191 | $191,300+12.0% | $103,065+107.8% | $200,096+7.0% |
| Participation rate | 99.2% | 93.4%+5.8pp | 80.6%+18.6pp | 72.0%+27.1pp |
| Annual return | 17.79% | 15.75%+2.0pp | 23.95%-6.2pp | 34.26%-16.5pp |
| Employer contribution / active EE | $7,880 | $6,666+18.2% | $4,675+68.6% | $3,038+159.4% |
| Participant deferral / active EE | $7,181 | $10,452-31.3% | $6,625+8.4% | $5,090+41.1% |
| Admin fee / account holder | $0 | $115-100.0% | $9,349-100.0% | $269-100.0% |