Filed October 3, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $281 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $16,993 | $41,854-59.4% | $73,836-77.0% | $52,331-67.5% |
| Participation rate | 39.2% | 66.2%-27.0pp | 73.4%-34.2pp | 68.1%-28.9pp |
| Annual return | -0.50% | 2.11%-2.6pp | 2268.06%-2268.6pp | 4.54%-5.0pp |
| Employer contribution / active EE | $323 | $1,920-83.2% | $2,787-88.4% | $1,882-82.8% |
| Participant deferral / active EE | $567 | $2,498-77.3% | $3,583-84.2% | $3,022-81.2% |
| Admin fee / account holder | $2 | $493-99.6% | $4,882-100.0% | $592-99.7% |