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 | $1,713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $55,419 | $52,293+6.0% | $178,503-69.0% | $73,412-24.5% |
| Participation rate | 52.8% | 65.3%-12.5pp | 81.9%-29.1pp | 72.2%-19.4pp |
| Annual return | 15.53% | 34.75%-19.2pp | 151.12%-135.6pp | 59.30%-43.8pp |
| Employer contribution / active EE | $1,367 | $1,736-21.3% | $5,011-72.7% | $2,234-38.8% |
| Participant deferral / active EE | $2,606 | $2,333+11.7% | $5,202-49.9% | $3,806-31.5% |
| Admin fee / account holder | $6 | $127-95.2% | $13,987-100.0% | $158-96.2% |