Filed January 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,224 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,735 | $75,183+42.0% | $123,892-13.8% | $55,167+93.5% |
| Participation rate | 91.0% | 72.8%+18.1pp | 81.4%+9.6pp | 69.0%+22.0pp |
| Annual return | 6.91% | 19.01%-12.1pp | 47.52%-40.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $12,772 | $2,823+352.4% | $4,617+176.6% | $1,963+550.8% |
| Participant deferral / active EE | $7,355 | $5,084+44.6% | $5,984+22.9% | $3,054+140.8% |
| Admin fee / account holder | $13 | $663-98.0% | $8,357-99.8% | $504-97.4% |