Filed May 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,890 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,612 | $51,226+539.5% | $82,744+295.9% | $66,938+389.4% |
| Participation rate | 94.3% | 67.9%+26.4pp | 72.6%+21.7pp | 69.8%+24.5pp |
| Annual return | -17.46% | -9.61%-7.8pp | 702.22%-719.7pp | 1.58%-19.0pp |
| Employer contribution / active EE | $23,718 | $2,612+807.9% | $3,008+688.5% | $2,545+831.9% |
| Participant deferral / active EE | $15,020 | $3,460+334.1% | $4,395+241.8% | $4,238+254.4% |
| Admin fee / account holder | $95 | $416-77.0% | $5,325-98.2% | $594-83.9% |