Filed September 19, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $206,721 |
MERCER9+ years Service code 16 · EIN 30-0282430 | Consulting | $96,055 |
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 | $250,523 | $122,259+104.9% | $147,041+70.4% | $199,874+25.3% |
| Participation rate | 96.9% | 78.3%+18.6pp | 82.2%+14.7pp | 72.0%+24.8pp |
| Annual return | 16.87% | 30.58%-13.7pp | 419.21%-402.3pp | 34.28%-17.4pp |
| Employer contribution / active EE | $16,443 | $4,097+301.3% | $4,935+233.2% | $3,036+441.5% |
| Participant deferral / active EE | $18,242 | $8,504+114.5% | $8,071+126.0% | $5,090+258.4% |
| Admin fee / account holder | $52 | $179-71.2% | $13,006-99.6% | $269-80.8% |