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 | $2,300 |
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 | $45,543 | $74,089-38.5% | $133,975-66.0% | $55,167-17.4% |
| Participation rate | 60.3% | 84.3%-24.0pp | 87.1%-26.8pp | 69.0%-8.7pp |
| Annual return | 7.74% | 12.11%-4.4pp | 29.29%-21.6pp | 169.23%-161.5pp |
| Employer contribution / active EE | $1,402 | $3,064-54.2% | $5,211-73.1% | $1,963-28.5% |
| Participant deferral / active EE | $3,238 | $4,678-30.8% | $6,282-48.5% | $3,054+6.0% |
| Admin fee / account holder | $34 | $458-92.5% | $9,324-99.6% | $504-93.2% |