Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$232,799 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,604 | $44,007+74.1% | $154,110-50.3% | $68,904+11.2% |
| Participation rate | 66.2% | 70.0%-3.9pp | 83.0%-16.9pp | 74.1%-7.9pp |
| Annual return | -3.86% | 8.15%-12.0pp | 735.22%-739.1pp | 1.07%-4.9pp |
| Employer contribution / active EE | $3,813 | $1,732+120.2% | $5,298-28.0% | $2,540+50.1% |
| Participant deferral / active EE | $0 | $2,813-100.0% | $5,081-100.0% | $4,015-100.0% |
| Admin fee / account holder | -$43 | $65-166.8% | $13,412-100.3% | $71-160.7% |