Filed September 19, 2016 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $246,936 |
MERCER8+ years Service code 16 · EIN 30-0282430 | Consulting | $111,672 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,402 | $107,415+81.0% | $135,998+42.9% | $80,187+142.4% |
| Participation rate | 98.4% | 78.0%+20.4pp | 81.9%+16.5pp | 72.9%+25.5pp |
| Annual return | 22.14% | 91.99%-69.9pp | 68.37%-46.2pp | 40.40%-18.3pp |
| Employer contribution / active EE | $13,658 | $3,878+252.2% | $4,860+181.1% | $2,980+358.4% |
| Participant deferral / active EE | $16,726 | $8,189+104.3% | $7,761+115.5% | $5,016+233.4% |
| Admin fee / account holder | $59 | $127-53.9% | $10,769-99.5% | $145-59.6% |