Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
INTERNAL REVENUE SERVICE1 year Service code 50 · EIN 61-1785596 | Direct Payment | $10,129 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,335 | $43,110+67.8% | $156,551-53.8% | $65,292+10.8% |
| Participation rate | 73.9% | 69.3%+4.6pp | 84.0%-10.1pp | 72.4%+1.4pp |
| Annual return | 6.14% | 11.24%-5.1pp | 32.23%-26.1pp | 11.84%-5.7pp |
| Employer contribution / active EE | $3,998 | $1,702+134.9% | $5,501-27.3% | $2,302+73.7% |
| Participant deferral / active EE | $0 | $2,520-100.0% | $4,871-100.0% | $3,579-100.0% |
| Admin fee / account holder | -$58 | $47-222.1% | $13,028-100.4% | $57-200.6% |