Filed March 10, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,255 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,155 | $70,002+28.8% | $115,037-21.6% | $52,331+72.3% |
| Participation rate | 97.3% | 72.1%+25.2pp | 81.4%+15.9pp | 68.1%+29.2pp |
| Annual return | -0.05% | 4.04%-4.1pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,673 | $2,715-38.4% | $4,608-63.7% | $1,882-11.1% |
| Participant deferral / active EE | $7,706 | $4,920+56.6% | $6,026+27.9% | $3,022+155.0% |
| Admin fee / account holder | $23 | $566-95.9% | $8,175-99.7% | $592-96.0% |