Filed October 1, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $580,886 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $59,772 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 16 · EIN 81-0635433 | Consulting | $42,750 |
LTSP, INC.1 year Service code 10 · EIN 95-3864890 | Accounting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,558 | $58,202-66.4% | $172,757-88.7% | $89,609-78.2% |
| Participation rate | 25.0% | 72.8%-47.9pp | 82.6%-57.7pp | 69.6%-44.6pp |
| Annual return | 26.69% | 61.59%-34.9pp | 803.06%-776.4pp | 33.65%-7.0pp |
| Employer contribution / active EE | $64 | $1,759-96.4% | $5,144-98.8% | $2,584-97.5% |
| Participant deferral / active EE | $1,025 | $3,335-69.3% | $5,198-80.3% | $4,222-75.7% |
| Admin fee / account holder | $95 | $53+80.3% | $13,956-99.3% | $72+32.3% |