Filed June 13, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $93,390 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,318 | $331,159-66.1% | $112,887-0.5% | $74,419+50.9% |
| Participation rate | 93.7% | 81.4%+12.3pp | 80.5%+13.2pp | 70.7%+22.9pp |
| Annual return | 14.48% | 21.62%-7.1pp | 34.10%-19.6pp | 34.38%-19.9pp |
| Employer contribution / active EE | $3,318 | $5,469-39.3% | $4,563-27.3% | $2,637+25.8% |
| Participant deferral / active EE | $7,355 | $8,097-9.2% | $6,513+12.9% | $4,528+62.4% |
| Admin fee / account holder | $104 | $281-63.1% | $7,047-98.5% | $348-70.2% |