Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$219,923 |
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 | $77,027 | $48,835+57.7% | $170,435-54.8% | $177,276-56.5% |
| Participation rate | 60.0% | 72.1%-12.1pp | 83.6%-23.6pp | 74.8%-14.8pp |
| Annual return | 21.74% | 19.44%+2.3pp | 205.94%-184.2pp | 21.25%+0.5pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,432-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $5,883 | $2,757+113.3% | $4,939+19.1% | $3,881+51.6% |
| Admin fee / account holder | -$55 | $52-205.5% | $13,881-100.4% | $154-135.6% |