Filed December 16, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,760 |
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 | $98,684 | $43,133+128.8% | $89,414+10.4% | $73,493+34.3% |
| Participation rate | 67.9% | 55.0%+12.9pp | 68.0%-0.1pp | 70.7%-2.8pp |
| Annual return | 29.16% | 135.66%-106.5pp | 245.50%-216.3pp | 28.51%+0.6pp |
| Employer contribution / active EE | $1,597 | $1,438+11.1% | $2,586-38.2% | $2,270-29.6% |
| Participant deferral / active EE | $8,362 | $2,445+242.1% | $3,890+115.0% | $3,740+123.6% |
| Admin fee / account holder | $203 | $444-54.3% | $4,883-95.8% | $513-60.5% |