Filed April 7, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,947 |
Service code 61 1250 S CAPITAL OF TEXAS HWY BLDG · WEST LAKE HILLS, TX 78746 | Finders' fees / placement fees | $0 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,507 | $75,183-52.8% | $123,894-71.3% | $55,167-35.6% |
| Participation rate | 44.6% | 72.8%-28.2pp | 81.4%-36.8pp | 69.0%-24.4pp |
| Annual return | 10.72% | 19.01%-8.3pp | 47.52%-36.8pp | 169.23%-158.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,452 | $5,084-12.4% | $5,984-25.6% | $3,054+45.8% |
| Admin fee / account holder | $53 | $663-92.1% | $8,357-99.4% | $504-89.6% |