Filed May 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,594 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,182 | $51,620+477.7% | $90,281+230.3% | $65,185+357.4% |
| Participation rate | 97.5% | 68.6%+28.9pp | 73.3%+24.3pp | 70.2%+27.3pp |
| Annual return | 25.20% | 24.94%+0.3pp | 78.10%-52.9pp | 29.38%-4.2pp |
| Employer contribution / active EE | $21,758 | $2,235+873.7% | $2,854+662.2% | $2,177+899.6% |
| Participant deferral / active EE | $12,482 | $2,871+334.8% | $3,885+221.3% | $3,514+255.2% |
| Admin fee / account holder | $53 | $384-86.2% | $5,351-99.0% | $847-93.7% |