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 | $3,610 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,367,042 | $73,149+1768.8% | $120,580+1033.7% | $77,762+1658.0% |
| Participation rate | 2.0% | 55.2%-53.1pp | 72.0%-69.9pp | 70.6%-68.5pp |
| Annual return | 13.40% | 18.24%-4.8pp | 107.48%-94.1pp | 31.27%-17.9pp |
| Employer contribution / active EE | $2,032 | $1,793+13.3% | $3,469-41.4% | $2,728-25.5% |
| Participant deferral / active EE | $3,256 | $3,006+8.3% | $4,995-34.8% | $4,651-30.0% |
| Admin fee / account holder | $516 | $660-21.8% | $9,418-94.5% | $433+19.1% |