Filed April 4, 2018 (most recent of 7 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,844 | $43,110+48.1% | $156,551-59.2% | $65,292-2.2% |
| Participation rate | 59.2% | 69.3%-10.2pp | 84.0%-24.8pp | 72.4%-13.3pp |
| Annual return | 11.19% | 11.24%-0.1pp | 32.23%-21.0pp | 11.84%-0.7pp |
| Employer contribution / active EE | $0 | $1,702-100.0% | $5,501-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $5,628 | $2,520+123.3% | $4,871+15.5% | $3,579+57.3% |
| Admin fee / account holder | -$52 | $47-209.7% | $13,028-100.4% | $57-190.4% |