Filed January 29, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,753 |
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 | $45,410 | $80,005-43.2% | $140,019-67.6% | $55,725-18.5% |
| Participation rate | 68.9% | 87.0%-18.1pp | 87.5%-18.6pp | 70.9%-2.0pp |
| Annual return | -1.95% | 0.46%-2.4pp | 651.17%-653.1pp | 244.93%-246.9pp |
| Employer contribution / active EE | $3,294 | $3,403-3.2% | $5,605-41.2% | $2,078+58.5% |
| Participant deferral / active EE | $3,903 | $5,264-25.9% | $6,927-43.7% | $3,356+16.3% |
| Admin fee / account holder | $21 | $116-82.2% | $10,705-99.8% | $115-82.2% |