Filed July 6, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $91,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,910 | $30,979+45.0% | $67,704-33.7% | $59,188-24.1% |
| Participation rate | 26.2% | 40.5%-14.3pp | 67.5%-41.3pp | 69.4%-43.3pp |
| Annual return | 8.15% | -1.74%+9.9pp | 25.41%-17.3pp | 5.51%+2.6pp |
| Employer contribution / active EE | $240 | $807-70.3% | $2,559-90.6% | $2,098-88.6% |
| Participant deferral / active EE | $2,318 | $1,603+44.7% | $3,585-35.3% | $3,265-29.0% |
| Admin fee / account holder | $58 | $81-28.8% | $4,255-98.6% | $92-37.4% |