Filed March 7, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $66,976 |
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 | $51,232 | $103,657-50.6% | $121,214-57.7% | $103,657-50.6% |
| Participation rate | 65.6% | 73.4%-7.8pp | 69.5%-4.0pp | 73.4%-7.8pp |
| Annual return | 19.71% | 33.13%-13.4pp | 987.67%-968.0pp | 33.13%-13.4pp |
| Employer contribution / active EE | $2,154 | $3,216-33.0% | $4,171-48.4% | $3,216-33.0% |
| Participant deferral / active EE | $2,871 | $5,218-45.0% | $4,084-29.7% | $5,218-45.0% |
| Admin fee / account holder | $8 | $114-92.9% | $5,647-99.9% | $114-92.9% |