Filed December 5, 2022
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,118 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,065 | $89,652-30.8% | $141,162-56.0% | $65,185-4.8% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.5%+6.4pp | 70.2%+18.7pp |
| Annual return | 25.65% | 32.79%-7.1pp | 71.39%-45.7pp | 29.38%-3.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,597 | $5,691-19.2% | $6,709-31.5% | $3,514+30.8% |
| Admin fee / account holder | $64 | $569-88.8% | $10,261-99.4% | $847-92.5% |