Filed April 29, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $116,654 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $376,338 | $112,582+234.3% | $105,624+256.3% | $200,096+88.1% |
| Participation rate | 99.3% | 86.3%+13.0pp | 75.3%+24.0pp | 72.0%+27.3pp |
| Annual return | 11.29% | 15.58%-4.3pp | 116.20%-104.9pp | 34.26%-23.0pp |
| Employer contribution / active EE | $18,788 | $4,580+310.2% | $3,168+493.1% | $3,038+518.5% |
| Participant deferral / active EE | $20,952 | $6,655+214.8% | $5,013+318.0% | $5,090+311.6% |
| Admin fee / account holder | $39 | $107-63.1% | $10,961-99.6% | $269-85.3% |