Filed October 19, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $12,103 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,818,781 | $216,711+6276.6% | $136,749+10005.2% | $85,563+16050.5% |
| Participation rate | 0.0% | 51.7%-51.7pp | 72.1%-72.1pp | 66.0%-66.0pp |
| Annual return | 32.55% | 15.26%+17.3pp | 24.33%+8.2pp | 31.51%+1.0pp |
| Employer contribution / active EE | $2,521 | $1,660+51.9% | $3,400-25.8% | $2,654-5.0% |
| Participant deferral / active EE | $4,090 | $2,635+55.2% | $4,692-12.8% | $4,375-6.5% |
| Admin fee / account holder | $12,103 | $1,223+889.8% | $11,386+6.3% | $834+1350.9% |