Filed February 23, 2022 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $57,649 | $71,802-19.7% | $133,975-57.0% | $57,6580% |
| Participation rate | 69.3% | 85.5%-16.2pp | 87.1%-17.8pp | 70.2%-1.0pp |
| Annual return | 8.00% | 13.51%-5.5pp | 29.29%-21.3pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,391 | $3,161-56.0% | $5,211-73.3% | $1,974-29.5% |
| Participant deferral / active EE | $3,248 | $4,606-29.5% | $6,282-48.3% | $3,061+6.1% |
| Admin fee / account holder | $20 | $88-77.5% | $9,324-99.8% | $95-79.2% |