Filed January 12, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $33,095 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,429 | $69,383-79.2% | $101,271-85.8% | $73,493-80.4% |
| Participation rate | 87.8% | 68.4%+19.4pp | 75.8%+12.0pp | 70.7%+17.1pp |
| Annual return | 21.06% | 18.46%+2.6pp | 46.48%-25.4pp | 28.51%-7.5pp |
| Employer contribution / active EE | $1,286 | $2,628-51.1% | $3,660-64.9% | $2,270-43.4% |
| Participant deferral / active EE | $3,730 | $3,301+13.0% | $4,371-14.7% | $3,740-0.3% |
| Admin fee / account holder | $59 | $704-91.6% | $5,948-99.0% | $513-88.5% |