Filed March 5, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,114 |
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 | $22,585 | $106,236-78.7% | $112,228-79.9% | $64,808-65.2% |
| Participation rate | 91.3% | 71.7%+19.6pp | 75.1%+16.2pp | 71.5%+19.8pp |
| Annual return | -16.58% | -6.02%-10.6pp | 27.45%-44.0pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,223 | $3,166-61.4% | $3,635-66.3% | $2,506-51.2% |
| Participant deferral / active EE | $3,907 | $3,785+3.2% | $4,728-17.4% | $4,310-9.4% |
| Admin fee / account holder | $61 | $452-86.4% | $6,410-99.0% | $188-67.3% |