Filed January 8, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,456 | $38,315-62.3% | $80,004-81.9% | $69,651-79.2% |
| Participation rate | 44.4% | 43.0%+1.4pp | 73.0%-28.6pp | 66.6%-22.2pp |
| Annual return | 0.36% | -2.06%+2.4pp | 7.63%-7.3pp | 53.77%-53.4pp |
| Employer contribution / active EE | $233 | $783-70.2% | $2,473-90.6% | $2,241-89.6% |
| Participant deferral / active EE | $657 | $1,495-56.0% | $3,204-79.5% | $3,635-81.9% |
| Admin fee / account holder | $12 | $48-75.0% | $5,033-99.8% | $63-80.9% |