Filed February 20, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,333 | $36,916-26.0% | $156,551-82.5% | $57,658-52.6% |
| Participation rate | 63.4% | 63.4%-0.1pp | 84.0%-20.7pp | 70.2%-6.9pp |
| Annual return | 7.00% | 12.38%-5.4pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,324 | $1,571-15.7% | $5,501-75.9% | $1,974-32.9% |
| Participant deferral / active EE | $2,565 | $1,926+33.2% | $4,871-47.3% | $3,061-16.2% |
| Admin fee / account holder | $9 | $82-89.4% | $13,028-99.9% | $95-90.8% |