Filed May 16, 2023 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 51-0396365 | Loan Processing | $51,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,050 | $74,552-32.9% | $63,018-20.6% | $69,631-28.1% |
| Participation rate | 32.2% | 78.3%-46.1pp | 74.8%-42.6pp | 70.7%-38.5pp |
| Annual return | 15.72% | 15.77%-0.1pp | 87.62%-71.9pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $1,344 | $2,929-54.1% | $2,761-51.3% | $2,032-33.9% |
| Participant deferral / active EE | $1,562 | $2,974-47.5% | $3,330-53.1% | $3,224-51.6% |
| Admin fee / account holder | $117 | $59+96.8% | $3,601-96.8% | $110+5.8% |