Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,011 |
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 | $84,995 | $53,565+58.7% | $172,757-50.8% | $82,204+3.4% |
| Participation rate | 60.2% | 69.6%-9.4pp | 82.6%-22.4pp | 73.4%-13.2pp |
| Annual return | 26.43% | 31.42%-5.0pp | 803.06%-776.6pp | 26.31%+0.1pp |
| Employer contribution / active EE | $0 | $1,857-100.0% | $5,144-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $6,066 | $3,006+101.8% | $5,198+16.7% | $4,246+42.9% |
| Admin fee / account holder | $2 | $61-96.1% | $13,956-100.0% | $76-96.8% |