Filed November 2, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $244 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,766 | $84,487-30.4% | $125,339-53.1% | $66,914-12.2% |
| Participation rate | 77.2% | 76.4%+0.8pp | 82.4%-5.1pp | 69.8%+7.4pp |
| Annual return | -22.83% | -8.39%-14.4pp | 572.05%-594.9pp | 1.58%-24.4pp |
| Employer contribution / active EE | $1,162 | $3,553-67.3% | $4,814-75.9% | $2,544-54.3% |
| Participant deferral / active EE | $5,622 | $6,781-17.1% | $7,446-24.5% | $4,237+32.7% |
| Admin fee / account holder | $3 | $685-99.6% | $10,010-100.0% | $593-99.6% |