Filed February 23, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $219 |
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 | $60,241 | $66,813-9.8% | $100,516-40.1% | $73,488-18.0% |
| Participation rate | 70.8% | 77.5%-6.7pp | 79.4%-8.6pp | 70.7%+0.1pp |
| Annual return | 24.88% | 25.70%-0.8pp | 30.89%-6.0pp | 28.51%-3.6pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $9,696 | $5,883+64.8% | $6,270+54.6% | $3,740+159.3% |
| Admin fee / account holder | $1 | $512-99.8% | $8,081-100.0% | $513-99.8% |