Filed December 1, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,400 |
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 | $15,988 | $53,925-70.4% | $75,501-78.8% | $69,631-77.0% |
| Participation rate | 71.4% | 71.2%+0.2pp | 72.4%-0.9pp | 70.7%+0.7pp |
| Annual return | 21.29% | 17.84%+3.5pp | 27.35%-6.1pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $602 | $1,802-66.6% | $2,352-74.4% | $2,032-70.4% |
| Participant deferral / active EE | $1,609 | $2,569-37.4% | $3,142-48.8% | $3,224-50.1% |
| Admin fee / account holder | $20 | $97-78.9% | $5,801-99.6% | $110-81.5% |