Filed June 30, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $54 |
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 | $21,433 | $46,732-54.1% | $156,551-86.3% | $55,167-61.1% |
| Participation rate | 44.8% | 65.8%-21.0pp | 84.0%-39.3pp | 69.0%-24.2pp |
| Annual return | 8.96% | 17.72%-8.8pp | 32.23%-23.3pp | 169.23%-160.3pp |
| Employer contribution / active EE | $678 | $2,105-67.8% | $5,501-87.7% | $1,963-65.5% |
| Participant deferral / active EE | $2,050 | $2,204-7.0% | $4,871-57.9% | $3,054-32.9% |
| Admin fee / account holder | $1 | $418-99.9% | $13,028-100.0% | $504-99.9% |