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 | $6,751 |
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 | $25,667 | $99,212-74.1% | $96,564-73.4% | $74,478-65.5% |
| Participation rate | 93.0% | 80.7%+12.3pp | 76.0%+17.0pp | 70.7%+22.3pp |
| Annual return | 16.37% | 22.40%-6.0pp | 25.89%-9.5pp | 34.37%-18.0pp |
| Employer contribution / active EE | $1,271 | $2,569-50.6% | $2,967-57.2% | $2,637-51.8% |
| Participant deferral / active EE | $1,371 | $4,938-72.2% | $4,852-71.7% | $4,530-69.7% |
| Admin fee / account holder | $12 | $225-94.5% | $8,256-99.8% | $347-96.4% |