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 | $213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,982 | $50,637-48.7% | $86,582-70.0% | $62,293-58.3% |
| Participation rate | 42.0% | 67.9%-25.9pp | 73.5%-31.6pp | 69.5%-27.5pp |
| Annual return | 19.01% | 20.80%-1.8pp | 965.08%-946.1pp | 28.90%-9.9pp |
| Employer contribution / active EE | $488 | $2,075-76.5% | $2,839-82.8% | $2,042-76.1% |
| Participant deferral / active EE | $1,177 | $2,611-54.9% | $3,609-67.4% | $3,169-62.8% |
| Admin fee / account holder | $2 | $413-99.6% | $4,904-100.0% | $479-99.6% |