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 | $1,519 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,163 | $56,540+2.9% | $185,851-68.7% | $86,821-33.0% |
| Participation rate | 53.9% | 65.5%-11.6pp | 81.7%-27.8pp | 72.3%-18.4pp |
| Annual return | 13.59% | 118.20%-104.6pp | 122.11%-108.5pp | 97.94%-84.3pp |
| Employer contribution / active EE | $1,630 | $1,844-11.6% | $5,168-68.5% | $2,406-32.2% |
| Participant deferral / active EE | $3,211 | $2,555+25.7% | $5,569-42.3% | $4,132-22.3% |
| Admin fee / account holder | $5 | $150-96.5% | $16,245-100.0% | $170-96.9% |