Filed May 3, 2022 (most recent of 17 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,881 |
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.
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 | $71,722 | $68,413+4.8% | $123,105-41.7% | $55,191+30.0% |
| Participation rate | 65.4% | 84.5%-19.1pp | 86.8%-21.4pp | 69.2%-3.7pp |
| Annual return | 5.69% | 6.30%-0.6pp | 13.22%-7.5pp | 10.78%-5.1pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $8,659 | $4,490+92.8% | $6,229+39.0% | $3,046+184.2% |
| Admin fee / account holder | $3 | $88-96.5% | $9,014-100.0% | $91-96.6% |