Filed January 16, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,050 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,262 | $95,383+12.5% | $185,837-42.3% | $85,856+24.9% |
| Participation rate | 62.5% | 68.8%-6.3pp | 81.7%-19.2pp | 69.3%-6.8pp |
| Annual return | 15.91% | 23.59%-7.7pp | 122.08%-106.2pp | 318.58%-302.7pp |
| Employer contribution / active EE | $945 | $3,313-71.5% | $5,168-81.7% | $2,565-63.2% |
| Participant deferral / active EE | $4,831 | $3,423+41.1% | $5,568-13.2% | $3,952+22.2% |
| Admin fee / account holder | $16 | $7,213-99.8% | $16,241-99.9% | $6,261-99.7% |