Filed February 16, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,047 | $88,083-71.6% | $164,813-84.8% | $74,495-66.4% |
| Participation rate | 53.0% | 73.0%-20.1pp | 78.6%-25.6pp | 67.2%-14.2pp |
| Annual return | 15.61% | 17.26%-1.7pp | 69.93%-54.3pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,532 | $2,593-40.9% | $4,341-64.7% | $2,623-41.6% |
| Participant deferral / active EE | $2,276 | $4,498-49.4% | $6,031-62.3% | $4,346-47.6% |
| Admin fee / account holder | $40 | $2,234-98.2% | $12,690-99.7% | $1,942-97.9% |