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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,605 | $101,317-56.0% | $146,958-69.6% | $74,495-40.1% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.2%+13.1pp | 67.2%+28.0pp |
| Annual return | 18.27% | 8730.91%-8712.6pp | 418.34%-400.1pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $3,189 | $3,810-16.3% | $4,933-35.3% | $2,623+21.6% |
| Participant deferral / active EE | $6,299 | $7,303-13.7% | $8,070-21.9% | $4,346+45.0% |
| Admin fee / account holder | $33 | $1,739-98.1% | $12,998-99.7% | $1,942-98.3% |