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 | $75,263 |
Service code 27 · EIN 82-4516448 | Advisory (Plan) | $34,989 |
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 | $95,246 | $46,332+105.6% | $143,799-33.8% | $64,819+46.9% |
| Participation rate | 84.5% | 64.2%+20.2pp | 80.3%+4.2pp | 71.5%+13.0pp |
| Annual return | -11.20% | -10.05%-1.1pp | -0.04%-11.2pp | 32.84%-44.0pp |
| Employer contribution / active EE | $4,832 | $1,911+152.8% | $4,952-2.4% | $2,507+92.8% |
| Participant deferral / active EE | $7,632 | $2,647+188.3% | $5,638+35.4% | $4,311+77.1% |
| Admin fee / account holder | $171 | $154+11.4% | $14,677-98.8% | $188-8.7% |