Filed July 20, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,531 |
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 | $23,193 | $46,173-49.8% | $170,435-86.4% | $69,631-66.7% |
| Participation rate | 99.2% | 63.9%+35.3pp | 83.6%+15.6pp | 70.7%+28.5pp |
| Annual return | 26.15% | 21.62%+4.5pp | 205.94%-179.8pp | 27571.02%-27544.9pp |
| Employer contribution / active EE | $4,101 | $1,610+154.8% | $5,432-24.5% | $2,032+101.8% |
| Participant deferral / active EE | $4,003 | $2,080+92.4% | $4,939-19.0% | $3,224+24.2% |
| Admin fee / account holder | $28 | $116-76.1% | $13,881-99.8% | $110-74.9% |