Filed May 3, 2022 (most recent of 17 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $131,381 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,605 | $95,918+25.7% | $151,634-20.5% | $77,906+54.8% |
| Participation rate | 88.1% | 88.7%-0.7pp | 87.5%+0.6pp | 73.7%+14.4pp |
| Annual return | -14.02% | -5.50%-8.5pp | 3.32%-17.3pp | 12.16%-26.2pp |
| Employer contribution / active EE | $3,427 | $4,330-20.9% | $6,165-44.4% | $2,846+20.4% |
| Participant deferral / active EE | $14,889 | $7,508+98.3% | $8,363+78.0% | $4,805+209.8% |
| Admin fee / account holder | $70 | $93-25.1% | $11,614-99.4% | $133-47.3% |