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 | $3,875 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,639 | $100,272-18.6% | $170,028-52.0% | $74,440+9.7% |
| Participation rate | 77.6% | 87.4%-9.7pp | 87.0%-9.4pp | 70.7%+6.9pp |
| Annual return | 29.19% | 66.12%-36.9pp | 53.39%-24.2pp | 34.37%-5.2pp |
| Employer contribution / active EE | $2,772 | $4,266-35.0% | $6,788-59.2% | $2,638+5.1% |
| Participant deferral / active EE | $5,843 | $7,147-18.2% | $10,409-43.9% | $4,529+29.0% |
| Admin fee / account holder | $12 | $235-95.0% | $12,820-99.9% | $348-96.6% |