Filed December 16, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,699 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,118 | $37,463+167.2% | $77,096+29.9% | $66,938+49.6% |
| Participation rate | 49.7% | 52.9%-3.3pp | 67.9%-18.2pp | 69.8%-20.1pp |
| Annual return | -20.66% | -3.25%-17.4pp | 42.35%-63.0pp | 1.58%-22.2pp |
| Employer contribution / active EE | $3,798 | $1,535+147.4% | $2,814+34.9% | $2,545+49.2% |
| Participant deferral / active EE | $7,744 | $2,621+195.5% | $4,429+74.8% | $4,238+82.7% |
| Admin fee / account holder | $231 | $568-59.4% | $5,428-95.8% | $594-61.1% |