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 | $119,526 |
GREERWALKER LLP1 year Filed as: GREERWALKER Service code 10 · EIN 56-1434747 | Accounting | $8,800 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,180 | $171,796+73.0% | $111,319+167.0% | $106,520+179.0% |
| Participation rate | 98.1% | 88.6%+9.5pp | 77.3%+20.8pp | 71.3%+26.8pp |
| Annual return | 27.22% | 18.62%+8.6pp | 54.68%-27.5pp | 19.28%+7.9pp |
| Employer contribution / active EE | $32,623 | $4,687+596.0% | $2,732+1094.3% | $2,840+1048.5% |
| Participant deferral / active EE | $8,127 | $7,845+3.6% | $4,488+81.1% | $4,948+64.3% |
| Admin fee / account holder | $26 | $69-62.6% | $7,966-99.7% | $75-65.2% |