Filed July 5, 2016 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,088 |
Filed as: CAPFINANCIAL PARTNERS, LLC. Service code 26 · EIN 26-0058143 | Advisory (Participants) | $55,629 |
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 | $55,209 | $100,272-44.9% | $170,057-67.5% | $74,473-25.9% |
| Participation rate | 96.7% | 87.4%+9.4pp | 87.0%+9.7pp | 70.7%+26.0pp |
| Annual return | 19.94% | 66.12%-46.2pp | 53.42%-33.5pp | 34.36%-14.4pp |
| Employer contribution / active EE | $2,832 | $4,266-33.6% | $6,790-58.3% | $2,638+7.3% |
| Participant deferral / active EE | $3,889 | $7,147-45.6% | $10,411-62.6% | $4,530-14.1% |
| Admin fee / account holder | $179 | $235-23.7% | $12,826-98.6% | $347-48.4% |