Filed May 3, 2022 (most recent of 17 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $97,498 |
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 | $151,156 | $112,711+34.1% | $170,055-11.1% | $80,187+88.5% |
| Participation rate | 88.5% | 87.4%+1.1pp | 87.0%+1.5pp | 72.9%+15.5pp |
| Annual return | 27.60% | 67.06%-39.5pp | 53.43%-25.8pp | 40.40%-12.8pp |
| Employer contribution / active EE | $3,551 | $4,488-20.9% | $6,790-47.7% | $2,980+19.2% |
| Participant deferral / active EE | $16,635 | $7,861+111.6% | $10,410+59.8% | $5,016+231.6% |
| Admin fee / account holder | $47 | $99-52.6% | $12,828-99.6% | $145-67.5% |