Filed October 11, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $152,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,271 | $41,040-31.1% | $85,187-66.8% | $99,314-71.5% |
| Participation rate | 21.0% | 34.4%-13.4pp | 67.5%-46.5pp | 71.7%-50.7pp |
| Annual return | 16.42% | 17.44%-1.0pp | 66.67%-50.2pp | 17.67%-1.3pp |
| Employer contribution / active EE | $489 | $1,106-55.8% | $2,732-82.1% | $3,264-85.0% |
| Participant deferral / active EE | $1,042 | $2,193-52.5% | $4,525-77.0% | $5,346-80.5% |
| Admin fee / account holder | $84 | $177-52.5% | $6,162-98.6% | $109-22.9% |