Filed July 15, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $12,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,063 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,826 | $86,341-21.4% | $125,192-45.8% | $65,185+4.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 36.17% | 27.44%+8.7pp | 43.79%-7.6pp | 29.38%+6.8pp |
| Employer contribution / active EE | $5,599 | $2,040+174.5% | $3,866+44.8% | $2,177+157.2% |
| Participant deferral / active EE | $6,401 | $3,538+80.9% | $4,937+29.6% | $3,514+82.2% |
| Admin fee / account holder | $5 | $609-99.1% | $9,704-99.9% | $847-99.4% |