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 | $1,150 |
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 | $23,934 | $56,640-57.7% | $78,002-69.3% | $55,167-56.6% |
| Participation rate | 42.7% | 73.3%-30.6pp | 75.5%-32.8pp | 69.0%-26.3pp |
| Annual return | 9.84% | 2868.48%-2858.6pp | 425.99%-416.1pp | 169.23%-159.4pp |
| Employer contribution / active EE | $822 | $1,724-52.3% | $2,470-66.7% | $1,963-58.1% |
| Participant deferral / active EE | $1,414 | $2,778-49.1% | $3,497-59.6% | $3,054-53.7% |
| Admin fee / account holder | $7 | $467-98.5% | $5,481-99.9% | $504-98.7% |