Filed December 5, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $7,593 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,804 | $72,303-62.9% | $86,717-69.1% | $64,829-58.7% |
| Participation rate | 83.0% | 80.4%+2.6pp | 76.6%+6.4pp | 71.5%+11.6pp |
| Annual return | -16.99% | 392.77%-409.8pp | 35.97%-53.0pp | 32.85%-49.8pp |
| Employer contribution / active EE | $1,193 | $2,393-50.2% | $2,837-58.0% | $2,507-52.4% |
| Participant deferral / active EE | $1,402 | $4,660-69.9% | $4,657-69.9% | $4,312-67.5% |
| Admin fee / account holder | $16 | $174-90.8% | $7,494-99.8% | $188-91.5% |