Filed January 29, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,446 | $68,413-36.5% | $123,105-64.7% | $55,191-21.3% |
| Participation rate | 56.4% | 84.5%-28.1pp | 86.8%-30.4pp | 69.2%-12.8pp |
| Annual return | 2.49% | 6.30%-3.8pp | 13.22%-10.7pp | 10.78%-8.3pp |
| Employer contribution / active EE | $1,128 | $3,050-63.0% | $5,151-78.1% | $1,899-40.6% |
| Participant deferral / active EE | $2,705 | $4,490-39.8% | $6,229-56.6% | $3,046-11.2% |
| Admin fee / account holder | $9 | $88-89.5% | $9,014-99.9% | $91-89.8% |