Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $9,367 |
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 | $83,913 | $53,565+56.7% | $172,757-51.4% | $82,204+2.1% |
| Participation rate | 70.4% | 69.6%+0.7pp | 82.6%-12.3pp | 73.4%-3.0pp |
| Annual return | 20.71% | 31.42%-10.7pp | 803.06%-782.3pp | 26.31%-5.6pp |
| Employer contribution / active EE | $3,815 | $1,857+105.5% | $5,144-25.8% | $2,707+40.9% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $0 | $61-99.3% | $13,956-100.0% | $76-99.4% |