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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,450 |
Service code 61 · EIN 35-2552359 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $30,189 | $43,717-30.9% | $81,473-62.9% | $77,958-61.3% |
| Participation rate | 30.8% | 42.5%-11.7pp | 68.0%-37.1pp | 71.6%-40.8pp |
| Annual return | 24.89% | 23.83%+1.1pp | 38.78%-13.9pp | 20.87%+4.0pp |
| Employer contribution / active EE | $478 | $919-48.0% | $2,568-81.4% | $2,310-79.3% |
| Participant deferral / active EE | $1,315 | $1,783-26.2% | $3,537-62.8% | $3,537-62.8% |
| Admin fee / account holder | $19 | $108-82.2% | $4,561-99.6% | $97-80.3% |