Filed May 10, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,536 | $37,117+55.0% | $147,617-61.0% | $55,191+4.2% |
| Participation rate | 58.8% | 63.6%-4.8pp | 84.6%-25.8pp | 69.2%-10.3pp |
| Annual return | 1.18% | 3.44%-2.3pp | 61.98%-60.8pp | 10.78%-9.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,714 | $1,985+137.4% | $4,895-3.7% | $3,046+54.7% |
| Admin fee / account holder | $4 | $86-95.0% | $11,612-100.0% | $91-95.3% |