Filed December 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $80,564 |
Service code 16 · EIN 92-0779813 | Consulting | $60,362 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,464 | $50,150-13.3% | $149,723-71.0% | $80,169-45.8% |
| Participation rate | 97.1% | 64.3%+32.8pp | 78.8%+18.3pp | 72.9%+24.1pp |
| Annual return | 17.82% | 29.80%-12.0pp | 134.50%-116.7pp | 40.39%-22.6pp |
| Employer contribution / active EE | $2,381 | $1,868+27.5% | $4,821-50.6% | $2,978-20.0% |
| Participant deferral / active EE | $4,806 | $3,195+50.4% | $5,682-15.4% | $5,016-4.2% |
| Admin fee / account holder | $73 | $153-52.5% | $13,215-99.5% | $145-49.9% |