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 | $268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,920 | $85,206-59.0% | $172,745-79.8% | $72,986-52.2% |
| Participation rate | 37.1% | 70.1%-33.0pp | 82.6%-45.6pp | 69.5%-32.4pp |
| Annual return | 29.63% | 27.32%+2.3pp | 802.90%-773.3pp | 81.01%-51.4pp |
| Employer contribution / active EE | $534 | $3,325-83.9% | $5,144-89.6% | $2,440-78.1% |
| Participant deferral / active EE | $1,890 | $3,260-42.0% | $5,197-63.6% | $3,607-47.6% |
| Admin fee / account holder | $4 | $5,883-99.9% | $13,954-100.0% | $5,124-99.9% |