Filed June 25, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,231 |
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).
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 | $44,544 | $155,795-71.4% | $136,298-67.3% | $69,631-36.0% |
| Participation rate | 65.9% | 75.2%-9.4pp | 81.9%-16.0pp | 70.7%-4.8pp |
| Annual return | 26.59% | 232464.33%-232437.7pp | 5156.27%-5129.7pp | 27571.02%-27544.4pp |
| Employer contribution / active EE | $2,517 | $2,991-15.8% | $4,696-46.4% | $2,032+23.9% |
| Participant deferral / active EE | $4,737 | $5,394-12.2% | $6,247-24.2% | $3,224+46.9% |
| Admin fee / account holder | $16 | $128-87.5% | $9,244-99.8% | $110-85.5% |