Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $58,446 | $63,964-8.6% | $147,618-60.4% | $67,505-13.4% |
| Participation rate | 57.9% | 68.6%-10.7pp | 84.6%-26.7pp | 71.2%-13.3pp |
| Annual return | 2.68% | 9.05%-6.4pp | 61.98%-59.3pp | 6.52%-3.8pp |
| Employer contribution / active EE | $0 | $1,618-100.0% | $5,564-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $5,404 | $2,589+108.7% | $4,895+10.4% | $3,597+50.2% |
| Admin fee / account holder | $0 | $43-100.0% | $11,612-100.0% | $56-100.0% |