Filed October 26, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $160 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $51,801 | $55,453-6.6% | $170,435-69.6% | $62,293-16.8% |
| Participation rate | 31.1% | 66.4%-35.3pp | 83.6%-52.5pp | 69.5%-38.4pp |
| Annual return | 15.87% | 21.38%-5.5pp | 205.94%-190.1pp | 28.90%-13.0pp |
| Employer contribution / active EE | $142 | $2,164-93.4% | $5,432-97.4% | $2,042-93.0% |
| Participant deferral / active EE | $1,072 | $2,303-53.5% | $4,939-78.3% | $3,169-66.2% |
| Admin fee / account holder | $5 | $455-98.9% | $13,881-100.0% | $479-99.0% |