Filed July 9, 2010
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 | $10,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,177 | $61,185-85.0% | $185,854-95.1% | $79,395-88.4% |
| Participation rate | 46.4% | 66.6%-20.2pp | 81.7%-35.3pp | 70.7%-24.3pp |
| Annual return | 12.46% | 19.45%-7.0pp | 122.12%-109.7pp | 116.90%-104.4pp |
| Employer contribution / active EE | $464 | $2,321-80.0% | $5,169-91.0% | $2,428-80.9% |
| Participant deferral / active EE | $626 | $2,789-77.5% | $5,569-88.8% | $4,046-84.5% |
| Admin fee / account holder | $53 | $709-92.5% | $16,246-99.7% | $626-91.5% |