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 | $31,708 |
Service code 10 · EIN 36-1220454 | Accounting | $14,000 |
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 | $202,890 | $127,796+58.8% | $76,768+164.3% | $73,367+176.5% |
| Participation rate | 98.8% | 88.2%+10.6pp | 77.0%+21.8pp | 69.5%+29.3pp |
| Annual return | -4.77% | -2.31%-2.5pp | 2.43%-7.2pp | 173.45%-178.2pp |
| Employer contribution / active EE | $13,965 | $3,931+255.3% | $2,485+461.9% | $2,499+458.8% |
| Participant deferral / active EE | $6,984 | $6,924+0.9% | $3,852+81.3% | $4,033+73.2% |
| Admin fee / account holder | $21 | $66-69.0% | $6,676-99.7% | $68-69.9% |