Filed May 15, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $275 |
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 | $30,975 | $52,519-41.0% | $155,789-80.1% | $59,633-48.1% |
| Participation rate | 43.9% | 61.7%-17.8pp | 76.1%-32.2pp | 68.7%-24.8pp |
| Annual return | -1.13% | 53.51%-54.6pp | 71.54%-72.7pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $1,496 | $1,589-5.9% | $3,839-61.0% | $2,203-32.1% |
| Participant deferral / active EE | $2,425 | $3,084-21.4% | $4,798-49.5% | $3,192-24.0% |
| Admin fee / account holder | $5 | $3,540-99.9% | $7,477-99.9% | $4,297-99.9% |