Filed November 9, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $147,036 | $91,517+60.7% | $101,271+45.2% | $73,412+100.3% |
| Participation rate | 64.5% | 73.8%-9.3pp | 75.8%-11.3pp | 72.2%-7.7pp |
| Annual return | 7.54% | 17.17%-9.6pp | 46.48%-38.9pp | 59.30%-51.8pp |
| Employer contribution / active EE | $2,224 | $2,877-22.7% | $3,660-39.2% | $2,234-0.4% |
| Participant deferral / active EE | $8,394 | $3,338+151.4% | $4,371+92.1% | $3,806+120.6% |
| Admin fee / account holder | $34 | $216-84.4% | $5,948-99.4% | $158-78.6% |