Filed May 9, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $14,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,890 | $58,859-30.5% | $129,397-68.4% | $77,714-47.4% |
| Participation rate | 58.8% | 59.3%-0.5pp | 69.6%-10.8pp | 70.6%-11.8pp |
| Annual return | 12.09% | 24.74%-12.6pp | 9453.98%-9441.9pp | 31.26%-19.2pp |
| Employer contribution / active EE | $1,079 | $1,952-44.7% | $4,154-74.0% | $2,727-60.4% |
| Participant deferral / active EE | $1,706 | $3,215-47.0% | $4,167-59.1% | $4,649-63.3% |
| Admin fee / account holder | $69 | $591-88.4% | $7,679-99.1% | $433-84.1% |