Filed September 8, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,641 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,081 | $42,582+31.7% | $171,082-67.2% | $57,658-2.7% |
| Participation rate | 59.0% | 63.9%-4.9pp | 76.7%-17.7pp | 70.2%-11.2pp |
| Annual return | 6.49% | 308.67%-302.2pp | 32.56%-26.1pp | 5.13%+1.4pp |
| Employer contribution / active EE | $703 | $1,306-46.2% | $4,002-82.4% | $1,974-64.4% |
| Participant deferral / active EE | $1,940 | $2,933-33.9% | $4,797-59.6% | $3,061-36.6% |
| Admin fee / account holder | $35 | $82-57.9% | $8,520-99.6% | $95-63.4% |