Filed December 22, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $89,653 |
Service code 27 · EIN 82-4516448 | Advisory (Plan) | $34,990 |
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 | $117,093 | $56,540+107.1% | $185,849-37.0% | $86,821+34.9% |
| Participation rate | 86.3% | 65.5%+20.8pp | 81.7%+4.6pp | 72.3%+14.0pp |
| Annual return | 17.69% | 118.20%-100.5pp | 122.10%-104.4pp | 97.94%-80.3pp |
| Employer contribution / active EE | $4,372 | $1,844+137.0% | $5,169-15.4% | $2,406+81.7% |
| Participant deferral / active EE | $7,000 | $2,555+173.9% | $5,569+25.7% | $4,132+69.4% |
| Admin fee / account holder | $225 | $150+50.6% | $16,244-98.6% | $170+32.9% |