Filed April 1, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$43,614 |
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 | $85,025 | $63,259+34.4% | $178,510-52.4% | $93,223-8.8% |
| Participation rate | 90.5% | 72.1%+18.3pp | 81.9%+8.5pp | 74.9%+15.6pp |
| Annual return | 20.08% | 19.93%+0.1pp | 151.13%-131.0pp | 19.29%+0.8pp |
| Employer contribution / active EE | $2,043 | $1,865+9.6% | $5,011-59.2% | $2,680-23.8% |
| Participant deferral / active EE | $4,163 | $3,372+23.4% | $5,202-20.0% | $4,563-8.8% |
| Admin fee / account holder | -$5 | $58-108.0% | $13,988-100.0% | $79-105.9% |