Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$167,008 |
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 | $71,483 | $44,007+62.4% | $154,110-53.6% | $68,904+3.7% |
| Participation rate | 58.6% | 70.0%-11.4pp | 83.0%-24.4pp | 74.1%-15.5pp |
| Annual return | -1.30% | 8.15%-9.5pp | 735.22%-736.5pp | 1.07%-2.4pp |
| Employer contribution / active EE | $0 | $1,732-100.0% | $5,298-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $5,720 | $2,813+103.3% | $5,081+12.6% | $4,015+42.4% |
| Admin fee / account holder | -$38 | $65-158.3% | $13,412-100.3% | $71-152.9% |