Filed December 1, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $93,550 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,254 | $46,173+125.8% | $170,442-38.8% | $69,631+49.7% |
| Participation rate | 95.6% | 63.9%+31.7pp | 83.6%+12.0pp | 70.7%+24.9pp |
| Annual return | 20.70% | 21.62%-0.9pp | 205.93%-185.2pp | 27571.02%-27550.3pp |
| Employer contribution / active EE | $4,542 | $1,610+182.2% | $5,433-16.4% | $2,032+123.5% |
| Participant deferral / active EE | $9,439 | $2,080+353.8% | $4,939+91.1% | $3,224+192.8% |
| Admin fee / account holder | $80 | $116-31.0% | $13,880-99.4% | $110-27.5% |