Filed March 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,907 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $25,988 | $75,284-65.5% | $91,004-71.4% | $69,631-62.7% |
| Participation rate | 84.5% | 80.4%+4.1pp | 75.6%+8.9pp | 70.7%+13.9pp |
| Annual return | -10.37% | 48.40%-58.8pp | 4.60%-15.0pp | 27571.02%-27581.4pp |
| Employer contribution / active EE | $1,586 | $2,473-35.9% | $2,456-35.4% | $2,032-22.0% |
| Participant deferral / active EE | $1,701 | $3,700-54.0% | $3,548-52.1% | $3,224-47.2% |
| Admin fee / account holder | $18 | $111-84.0% | $5,417-99.7% | $110-84.0% |