Filed September 22, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,866 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $58,987 | $50,643+16.5% | $106,619-44.7% | $55,167+6.9% |
| Participation rate | 50.6% | 65.6%-15.0pp | 78.0%-27.4pp | 69.0%-18.4pp |
| Annual return | 7.84% | 7.02%+0.8pp | 9.42%-1.6pp | 169.23%-161.4pp |
| Employer contribution / active EE | $1,922 | $1,626+18.2% | $3,947-51.3% | $1,963-2.1% |
| Participant deferral / active EE | $2,273 | $2,208+3.0% | $3,930-42.2% | $3,054-25.6% |
| Admin fee / account holder | $49 | $488-90.0% | $6,418-99.2% | $504-90.3% |