Filed November 18, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $78,645 | $57,108+37.7% | $94,229-16.5% | $52,331+50.3% |
| Participation rate | 49.8% | 72.9%-23.1pp | 78.8%-29.0pp | 68.1%-18.3pp |
| Annual return | 5.64% | 1.47%+4.2pp | 10.68%-5.0pp | 4.54%+1.1pp |
| Employer contribution / active EE | $1,671 | $1,735-3.7% | $3,587-53.4% | $1,882-11.2% |
| Participant deferral / active EE | $3,428 | $3,040+12.8% | $4,320-20.7% | $3,022+13.4% |
| Admin fee / account holder | $9 | $546-98.4% | $6,269-99.9% | $592-98.5% |