Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $70,367 | $63,964+10.0% | $147,618-52.3% | $67,505+4.2% |
| Participation rate | 76.2% | 68.6%+7.6pp | 84.6%-8.4pp | 71.2%+5.0pp |
| Annual return | 1.47% | 9.05%-7.6pp | 61.98%-60.5pp | 6.52%-5.1pp |
| Employer contribution / active EE | $3,831 | $1,618+136.8% | $5,564-31.1% | $2,173+76.3% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $4,895-100.0% | $3,597-100.0% |
| Admin fee / account holder | $0 | $43-100.0% | $11,612-100.0% | $56-100.0% |