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 | $6,509 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,220 | $66,124-48.2% | $90,461-62.2% | $73,497-53.4% |
| Participation rate | 30.0% | 69.7%-39.7pp | 72.7%-42.7pp | 70.7%-40.7pp |
| Annual return | 40.00% | 17.65%+22.3pp | 1294.76%-1254.8pp | 28.51%+11.5pp |
| Employer contribution / active EE | $310 | $2,346-86.8% | $3,264-90.5% | $2,270-86.3% |
| Participant deferral / active EE | $1,173 | $3,039-61.4% | $3,964-70.4% | $3,740-68.6% |
| Admin fee / account holder | $49 | $396-87.6% | $5,617-99.1% | $513-90.5% |