Filed May 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $600 |
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 | $220,022 | $43,423+406.7% | $78,676+179.7% | $55,167+298.8% |
| Participation rate | 97.4% | 68.0%+29.3pp | 73.6%+23.8pp | 69.0%+28.4pp |
| Annual return | 9.43% | 11.53%-2.1pp | 62.19%-52.8pp | 169.23%-159.8pp |
| Employer contribution / active EE | $19,048 | $1,997+853.9% | $2,850+568.3% | $1,963+870.5% |
| Participant deferral / active EE | $11,945 | $2,509+376.1% | $3,517+239.7% | $3,054+291.1% |
| Admin fee / account holder | $3 | $416-99.3% | $4,510-99.9% | $504-99.4% |