Filed December 16, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $26,195 |
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 | $129,606 | $41,150+215.0% | $80,627+60.7% | $71,511+81.2% |
| Participation rate | 53.0% | 50.3%+2.7pp | 67.0%-14.0pp | 67.9%-14.9pp |
| Annual return | 26.24% | 38.48%-12.2pp | 936.76%-910.5pp | 28.86%-2.6pp |
| Employer contribution / active EE | $3,587 | $1,515+136.7% | $2,723+31.7% | $2,589+38.5% |
| Participant deferral / active EE | $7,723 | $2,701+185.9% | $4,443+73.8% | $4,291+80.0% |
| Admin fee / account holder | $212 | $1,841-88.5% | $5,381-96.1% | $1,588-86.7% |