Filed March 20, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,125 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,631 | $41,256+214.2% | $86,590+49.7% | $77,958+66.3% |
| Participation rate | 99.9% | 63.0%+36.9pp | 73.5%+26.4pp | 71.6%+28.3pp |
| Annual return | 18.99% | 17.67%+1.3pp | 964.84%-945.9pp | 20.87%-1.9pp |
| Employer contribution / active EE | $11,281 | $1,613+599.6% | $2,839+297.3% | $2,310+388.3% |
| Participant deferral / active EE | $8,580 | $2,332+267.9% | $3,609+137.8% | $3,537+142.6% |
| Admin fee / account holder | $16 | $71-77.4% | $4,906-99.7% | $97-83.6% |