Filed February 20, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $550 |
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.
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 | $20,750 | $53,412-61.2% | $68,509-69.7% | $52,331-60.3% |
| Participation rate | 44.3% | 71.7%-27.3pp | 74.7%-30.4pp | 68.1%-23.8pp |
| Annual return | -1.20% | 3.42%-4.6pp | 8.27%-9.5pp | 4.54%-5.7pp |
| Employer contribution / active EE | $887 | $1,607-44.8% | $2,278-61.1% | $1,882-52.9% |
| Participant deferral / active EE | $1,287 | $2,688-52.1% | $3,382-61.9% | $3,022-57.4% |
| Admin fee / account holder | $3 | $461-99.3% | $5,275-99.9% | $592-99.4% |