Filed March 10, 2015
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $800 |
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 | $133,275 | $80,753+65.0% | $136,298-2.2% | $62,293+113.9% |
| Participation rate | 95.0% | 73.5%+21.4pp | 81.9%+13.0pp | 69.5%+25.4pp |
| Annual return | 19.27% | 35.83%-16.6pp | 5156.27%-5137.0pp | 28.90%-9.6pp |
| Employer contribution / active EE | $1,760 | $2,884-39.0% | $4,696-62.5% | $2,042-13.8% |
| Participant deferral / active EE | $8,452 | $5,164+63.7% | $6,247+35.3% | $3,169+166.7% |
| Admin fee / account holder | $22 | $525-95.7% | $9,244-99.8% | $479-95.3% |