Filed November 17, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,639 |
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.
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 | $42,199 | $37,117+13.7% | $147,618-71.4% | $55,191-23.5% |
| Participation rate | 29.4% | 63.6%-34.2pp | 84.6%-55.2pp | 69.2%-39.7pp |
| Annual return | 1.42% | 3.44%-2.0pp | 61.98%-60.6pp | 10.78%-9.4pp |
| Employer contribution / active EE | $127 | $1,620-92.2% | $5,565-97.7% | $1,899-93.3% |
| Participant deferral / active EE | $1,437 | $1,985-27.6% | $4,895-70.6% | $3,046-52.8% |
| Admin fee / account holder | $5 | $86-94.6% | $11,612-100.0% | $91-94.9% |