Filed February 23, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,765 | $61,214-35.0% | $83,333-52.3% | $56,287-29.4% |
| Participation rate | 65.0% | 72.6%-7.6pp | 77.8%-12.8pp | 69.9%-4.9pp |
| Annual return | -2.52% | 0.42%-2.9pp | 10.63%-13.2pp | -9.96%+7.4pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,869 | $5,091+93.8% | $5,565+77.3% | $3,350+194.6% |
| Admin fee / account holder | $1 | $512-99.7% | $7,510-100.0% | $521-99.7% |