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 | -$22,894 |
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 | $225,956 | $136,209+65.9% | $82,312+174.5% | $80,976+179.0% |
| Participation rate | 98.8% | 88.0%+10.8pp | 76.9%+21.9pp | 68.3%+30.6pp |
| Annual return | 17.59% | 21.54%-3.9pp | 25.88%-8.3pp | 22.91%-5.3pp |
| Employer contribution / active EE | $8,217 | $3,633+126.2% | $2,428+238.4% | $2,402+242.1% |
| Participant deferral / active EE | $6,070 | $6,693-9.3% | $3,706+63.8% | $3,848+57.7% |
| Admin fee / account holder | $19 | $62-69.2% | $5,608-99.7% | $67-71.6% |