Filed March 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,146 |
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).
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 | $70,321 | $75,388-6.7% | $123,549-43.1% | $55,725+26.2% |
| Participation rate | 67.7% | 75.7%-8.0pp | 82.3%-14.6pp | 70.9%-3.2pp |
| Annual return | -5.50% | 4.48%-10.0pp | 119.20%-124.7pp | 244.93%-250.4pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $8,790 | $5,651+55.6% | $6,426+36.8% | $3,356+162.0% |
| Admin fee / account holder | -$8 | $120-106.7% | $9,284-100.1% | $115-107.0% |