Filed March 2, 2020 (most recent of 2 filings on file)
Total covered: 227 employees
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$186,127 |
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 | $186,407 | $111,064+67.8% | $67,652+175.5% | $69,651+167.6% |
| Participation rate | 99.3% | 86.0%+13.2pp | 75.7%+23.6pp | 66.6%+32.7pp |
| Annual return | -0.84% | 2.77%-3.6pp | 6625.40%-6626.2pp | 53.77%-54.6pp |
| Employer contribution / active EE | $2,829 | $3,328-15.0% | $2,266+24.9% | $2,241+26.3% |
| Participant deferral / active EE | $5,114 | $6,396-20.0% | $3,560+43.7% | $3,635+40.7% |
| Admin fee / account holder | $22 | $72-69.3% | $4,821-99.5% | $63-65.1% |