Filed April 29, 2021 (most recent of 2 filings on file)
Total covered: 11 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,831 | $37,196+17.8% | $154,108-71.6% | $55,725-21.3% |
| Participation rate | 48.3% | 64.1%-15.8pp | 83.0%-34.7pp | 70.9%-22.5pp |
| Annual return | -6.53% | 1319.68%-1326.2pp | 735.21%-741.7pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,179 | $1,614-27.0% | $5,298-77.7% | $2,078-43.3% |
| Participant deferral / active EE | $2,200 | $2,068+6.4% | $5,081-56.7% | $3,356-34.4% |
| Admin fee / account holder | $19 | $102-81.1% | $13,411-99.9% | $115-83.3% |