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 | $16,585 |
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 | $65,352 | $32,530+100.9% | $106,619-38.7% | $63,975+2.2% |
| Participation rate | 41.5% | 55.7%-14.3pp | 78.0%-36.5pp | 71.1%-29.7pp |
| Annual return | 8.47% | 8.92%-0.5pp | 9.42%-1.0pp | 48.65%-40.2pp |
| Employer contribution / active EE | $635 | $724-12.3% | $3,947-83.9% | $2,182-70.9% |
| Participant deferral / active EE | $1,155 | $1,383-16.5% | $3,930-70.6% | $3,356-65.6% |
| Admin fee / account holder | $20 | $61-66.8% | $6,418-99.7% | $70-71.2% |