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 | $294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,599 | $48,078-48.8% | $78,676-68.7% | $62,881-60.9% |
| Participation rate | 53.2% | 65.2%-12.0pp | 73.6%-20.4pp | 69.3%-16.1pp |
| Annual return | 9.73% | 31.36%-21.6pp | 62.19%-52.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $439 | $2,015-78.2% | $2,850-84.6% | $2,281-80.8% |
| Participant deferral / active EE | $1,365 | $2,587-47.3% | $3,517-61.2% | $3,203-57.4% |
| Admin fee / account holder | $3 | $3,206-99.9% | $4,510-99.9% | $4,296-99.9% |