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 | $488,484 |
THE PFE GROUP4 years Service code 16 · EIN 71-1036667 | Consulting | $16,742 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $17,187 | $43,466-60.5% | $99,489-82.7% | $89,609-80.8% |
| Participation rate | 41.3% | 41.5%-0.3pp | 73.8%-32.6pp | 69.6%-28.3pp |
| Annual return | 23.12% | 22.62%+0.5pp | 30.72%-7.6pp | 33.65%-10.5pp |
| Employer contribution / active EE | $239 | $788-69.7% | $2,541-90.6% | $2,584-90.8% |
| Participant deferral / active EE | $725 | $1,495-51.5% | $3,619-80.0% | $4,222-82.8% |
| Admin fee / account holder | $50 | $56-9.8% | $6,254-99.2% | $72-29.6% |