Filed October 4, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,324 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,403 | $35,135+71.9% | $85,969-29.7% | $59,188+2.1% |
| Participation rate | 42.6% | 50.0%-7.4pp | 76.5%-33.9pp | 69.4%-26.8pp |
| Annual return | -0.13% | 11.01%-11.1pp | 9.32%-9.4pp | 5.51%-5.6pp |
| Employer contribution / active EE | $637 | $764-16.7% | $3,474-81.7% | $2,098-69.6% |
| Participant deferral / active EE | $1,135 | $1,349-15.8% | $3,829-70.4% | $3,265-65.2% |
| Admin fee / account holder | $20 | $152-86.5% | $6,053-99.7% | $92-77.9% |