Filed January 15, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,351 |
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 | $121,243 | $73,102+65.9% | $123,544-1.9% | $56,287+115.4% |
| Participation rate | 87.6% | 74.3%+13.3pp | 82.3%+5.3pp | 69.9%+17.7pp |
| Annual return | -4.63% | 3.01%-7.6pp | 119.20%-123.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $8,209 | $2,977+175.7% | $4,628+77.4% | $2,111+288.9% |
| Participant deferral / active EE | $8,584 | $5,423+58.3% | $6,426+33.6% | $3,350+156.2% |
| Admin fee / account holder | $24 | $554-95.7% | $9,284-99.7% | $521-95.4% |