Filed October 19, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,673 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,566 | $30,072+38.2% | $64,101-35.2% | $67,505-38.4% |
| Participation rate | 43.7% | 59.4%-15.6pp | 68.2%-24.4pp | 71.2%-27.5pp |
| Annual return | -2.56% | 0.30%-2.9pp | 791.27%-793.8pp | 6.52%-9.1pp |
| Employer contribution / active EE | $376 | $725-48.2% | $1,820-79.4% | $2,173-82.7% |
| Participant deferral / active EE | $930 | $1,453-36.0% | $2,822-67.1% | $3,597-74.2% |
| Admin fee / account holder | $3 | $62-95.7% | $4,499-99.9% | $56-95.2% |