Filed December 1, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,088 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $5,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,677 | $26,137-1.8% | $58,561-56.2% | $74,460-65.5% |
| Participation rate | 59.3% | 32.2%+27.1pp | 50.9%+8.4pp | 70.7%-11.5pp |
| Annual return | 28.89% | 32.53%-3.6pp | 4251.33%-4222.4pp | 34.38%-5.5pp |
| Employer contribution / active EE | $1,060 | $537+97.6% | $1,053+0.7% | $2,638-59.8% |
| Participant deferral / active EE | $2,116 | $1,076+96.7% | $1,923+10.0% | $4,530-53.3% |
| Admin fee / account holder | $113 | $648-82.5% | $2,520-95.5% | $348-67.4% |