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 | $1,199 |
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 | $49,835 | $46,173+7.9% | $170,439-70.8% | $69,631-28.4% |
| Participation rate | 34.9% | 63.9%-29.0pp | 83.6%-48.7pp | 70.7%-35.8pp |
| Annual return | 20.22% | 21.62%-1.4pp | 205.94%-185.7pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $167 | $1,610-89.6% | $5,433-96.9% | $2,032-91.8% |
| Participant deferral / active EE | $2,002 | $2,080-3.8% | $4,939-59.5% | $3,224-37.9% |
| Admin fee / account holder | $7 | $116-94.2% | $13,881-100.0% | $110-93.9% |