Filed April 19, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,678 | $48,432+112.0% | $121,210-15.3% | $71,529+43.5% |
| Participation rate | 43.2% | 54.3%-11.1pp | 69.5%-26.3pp | 67.9%-24.7pp |
| Annual return | 18.18% | 23.28%-5.1pp | 987.41%-969.2pp | 28.97%-10.8pp |
| Employer contribution / active EE | $1,300 | $1,493-12.9% | $4,171-68.8% | $2,590-49.8% |
| Participant deferral / active EE | $2,748 | $2,756-0.3% | $4,084-32.7% | $4,291-36.0% |
| Admin fee / account holder | $51 | $1,845-97.2% | $5,647-99.1% | $1,588-96.8% |