Filed December 8, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $6,126 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,605 | $101,499-56.1% | $147,005-69.7% | $74,546-40.2% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.1pp | 67.2%+28.0pp |
| Annual return | 18.27% | 8732.34%-8714.1pp | 418.76%-400.5pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $3,189 | $3,811-16.3% | $4,934-35.4% | $2,624+21.5% |
| Participant deferral / active EE | $6,299 | $7,304-13.8% | $8,070-21.9% | $4,347+44.9% |
| Admin fee / account holder | $33 | $1,748-98.1% | $13,006-99.7% | $1,944-98.3% |