Filed June 14, 2022 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 35-0145825 | Loan Processing | $55,765 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $23,410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,361 | $37,213+46.1% | $156,551-65.3% | $63,975-15.0% |
| Participation rate | 57.3% | 65.0%-7.7pp | 84.0%-26.7pp | 71.1%-13.9pp |
| Annual return | 7.89% | 47.89%-40.0pp | 32.23%-24.3pp | 48.65%-40.8pp |
| Employer contribution / active EE | $1,238 | $1,357-8.8% | $5,501-77.5% | $2,182-43.3% |
| Participant deferral / active EE | $2,215 | $2,070+7.0% | $4,871-54.5% | $3,356-34.0% |
| Admin fee / account holder | $36 | $56-36.8% | $13,028-99.7% | $70-49.5% |