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) | $24,931 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,487 |
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 | $85,367 | $81,474+4.8% | $133,971-36.3% | $73,493+16.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 20.78% | 19.40%+1.4pp | 45.09%-24.3pp | 28.51%-7.7pp |
| Employer contribution / active EE | $5,818 | $2,209+163.3% | $3,919+48.5% | $2,270+156.3% |
| Participant deferral / active EE | $7,541 | $3,786+99.2% | $5,047+49.4% | $3,740+101.6% |
| Admin fee / account holder | $15 | $713-97.9% | $8,929-99.8% | $513-97.0% |