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 | $168 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,966 | $47,977-52.1% | $154,108-85.1% | $56,289-59.2% |
| Participation rate | 52.5% | 66.2%-13.7pp | 83.0%-30.6pp | 69.9%-17.4pp |
| Annual return | -6.77% | 3.54%-10.3pp | 735.21%-742.0pp | -9.96%+3.2pp |
| Employer contribution / active EE | $1,091 | $2,169-49.7% | $5,298-79.4% | $2,111-48.3% |
| Participant deferral / active EE | $2,547 | $2,392+6.5% | $5,081-49.9% | $3,350-24.0% |
| Admin fee / account holder | $2 | $438-99.6% | $13,411-100.0% | $521-99.7% |