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 | $17,785 |
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 | $81,653 | $38,989+109.4% | $117,039-30.2% | $77,958+4.7% |
| Participation rate | 38.8% | 57.0%-18.2pp | 77.2%-38.4pp | 71.6%-32.9pp |
| Annual return | 16.69% | 20.61%-3.9pp | 18.95%-2.3pp | 20.87%-4.2pp |
| Employer contribution / active EE | $637 | $1,026-38.0% | $3,785-83.2% | $2,310-72.4% |
| Participant deferral / active EE | $1,164 | $1,621-28.2% | $3,929-70.4% | $3,537-67.1% |
| Admin fee / account holder | $24 | $76-67.9% | $5,974-99.6% | $97-75.1% |