Filed September 11, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,603 | $45,602+32.9% | $117,472-48.4% | $66,914-9.4% |
| Participation rate | 95.2% | 57.6%+37.6pp | 70.6%+24.6pp | 69.8%+25.4pp |
| Annual return | -18.21% | -16.74%-1.5pp | 29.74%-48.0pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,316 | $1,579+46.7% | $4,176-44.5% | $2,544-9.0% |
| Participant deferral / active EE | $4,287 | $2,845+50.7% | $4,070+5.3% | $4,237+1.2% |
| Admin fee / account holder | $125 | $661-81.1% | $5,645-97.8% | $593-79.0% |