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 | $4,475 |
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 | $56,446 | $88,515-36.2% | $162,177-65.2% | $67,579-16.5% |
| Participation rate | 69.0% | 86.8%-17.8pp | 87.6%-18.5pp | 71.3%-2.3pp |
| Annual return | 33.07% | 27.04%+6.0pp | 115.60%-82.5pp | 378.56%-345.5pp |
| Employer contribution / active EE | $2,158 | $3,563-39.4% | $5,613-61.6% | $2,148+0.5% |
| Participant deferral / active EE | $4,560 | $5,724-20.3% | $7,297-37.5% | $3,539+28.8% |
| Admin fee / account holder | $16 | $124-87.0% | $10,843-99.9% | $142-88.7% |